Be advised. This firm is no longer registered.

Strategic Benefit Solutions, Inc.

Strategic Benefit Solutions, Inc. (CRD# 147666) is a financial advisory firm headquartered in , . They manage $8,550,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $777,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Strategic Benefit Solutions, Inc.
No Advisor Found.
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