Strategic Income Group LLC

Strategic Income Group LLC (CRD# 165839) is a financial advisory firm headquartered in Chandler, AZ. They manage $316,200,677 in 1,068 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2330 W. Ray Road, Suite 3, Chandler, AZ 85224
https://www.facebook.com/certifiedfiduciaryservices
By the Numbers
  • Total Assets Under Management
    316
    MILLION
  • Total Number of Accounts
    1,068
    ACCOUNTS
  • Average Account Value
    $296,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, TX

Financial Advisors at Strategic Income Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Martha Cortez, financial advisor Chandler AZ
Martha Cortez
CRD#: 2214974
2330 W. Ray Road, Suite 3, Chandler, AZ 85224

Martha Cortez (CRD# 2214974) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 12 years of experience in the finance industry.

2
Michael Gauthier, financial advisor Chandler AZ
Michael J. Gauthier
CRD#: 4207686
2330 W. Ray Road, Suite #3, Chandler, AZ 85224

Michael Gauthier (CRD# 4207686) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 23 years of experience in the finance industry.

3
Charles Manberg, financial advisor Chandler AZ
Charles M. Manberg
CRD#: 5480769
2330 W. Ray Road, Suite 3, Chandler, AZ 85224

Charles Manberg (CRD# 5480769) 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.

4
Laurie Simons, financial advisor Chandler AZ
Laurie K. Simons
CRD#: 2320697
2330 W Ray Road #3, Chandler, AZ 85224

Laurie Simons (CRD# 2320697) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 13 years of experience in the finance industry.

5
Robert Stamm, financial advisor Chandler AZ
Robert S. Stamm
CRD#: 4483987
2330 W. Ray Road, Suite 3, Chandler, AZ 85224

Robert Stamm (CRD# 4483987) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals