Strategic Income Group LLC

Strategic Income Group LLC (CRD# 165839) is a financial advisory firm headquartered in Chandler, AZ. They manage $70,000,000 in 496 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    496
    ACCOUNTS
  • Average Account Value
    $141,129
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX

Financial Advisors at Strategic Income Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert S. Stamm
CRD#: 4483987
2330 W. Ray Road, Suite 3, Chandler, AZ 85224
96
Wealthminder
score

Robert Stamm (CRD# 4483987) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 14 years of experience in the finance industry. Robert Stamm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael J. Gauthier
CRD#: 4207686
2330 W. Ray Road, Suite #3, Chandler, AZ 85224
93
Wealthminder
score

Michael Gauthier (CRD# 4207686) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 15 years of experience in the finance industry. Michael Gauthier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Martha Cortez
CRD#: 2214974
2330 W. Ray Road, Suite 3, Chandler, AZ 85224
90
Wealthminder
score

Martha Cortez (CRD# 2214974) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 5 years of experience in the finance industry.

4
James D. Wells
CRD#: 6192148
2330 W. Ray Road, Suite 3, Chandler, AZ 85224
89
Wealthminder
score

James Wells (CRD# 6192148) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 3 years of experience in the finance industry.

5
Charles M. Manberg
CRD#: 5480769
2330 W. Ray Road, Suite 3, Chandler, AZ 85224
68
Wealthminder
score

Charles Manberg (CRD# 5480769) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 8 years of experience in the finance industry.

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