Strategic Income Management, LLC

Strategic Income Management, LLC (CRD# 151956) is a financial advisory firm headquartered in Seattle, WA. They manage $1,415,644,028 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Suite 713, 1200 Westlake Ave N, Seattle, WA 98109
http://www.sim-llc.com
By the Numbers
  • Total Assets Under Management
    1,416
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $353,911,007
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

PA, WA

Financial Advisors at Strategic Income Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Placzek, financial advisor Seattle WA
Brian L. Placzek
CRD#: 2376076
Suite 713, 1200 Westlake Ave N, Seattle, WA 98109
96
Wealthminder
score

Brian Placzek (CRD# 2376076) is an Investment Advisor Representative working at Strategic Income Management, LLC in Seattle, WA and has over 24 years of experience in the finance industry.

2
Gary Pokrzywinski, financial advisor Seattle WA
Gary J. Pokrzywinski
CRD#: 2284944
Suite 713, 1200 Westlake Ave N, Seattle, WA 98109
96
Wealthminder
score

Gary Pokrzywinski (CRD# 2284944) is an Investment Advisor Representative working at Strategic Income Management, LLC in Seattle, WA and has over 25 years of experience in the finance industry.

3
Jeston Lacroix, financial advisor Seattle WA
Jeston S. Lacroix
CRD#: 5645766
Suite 713, 1200 Westlake Ave N, Seattle, WA 98109
93
Wealthminder
score

Jeston Lacroix (CRD# 5645766) is an Investment Advisor Representative working at Strategic Income Management, LLC in Seattle, WA and has over 9 years of experience in the finance industry.

4
Ryan Larson, financial advisor Seattle WA
Ryan C. Larson
CRD#: 5371086
Suite 713, 1200 Westlake Ave N, Seattle, WA 98109
93
Wealthminder
score

Ryan Larson (CRD# 5371086) is an Investment Advisor Representative working at Strategic Income Management, LLC in Seattle, WA and has over 9 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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