Strategic Investment Advisors, Inc.

Strategic Investment Advisors, Inc. (CRD# 151501) is a financial advisory firm headquartered in Farmington, MI. They manage $32,822,593 in 916 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    916
    ACCOUNTS
  • Average Account Value
    $35,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.

CA, MI

Financial Advisors at Strategic Investment Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kirk M. Cassidy
CRD#: 5344038
27555 Executive Drive, Suite 165, Farmington Hills, MI 48331
93
Wealthminder
score

Kirk Cassidy (CRD# 5344038) is an Investment Advisor Representative working at Strategic Investment Advisors, Inc. in Farmington Hills, MI and has over 8 years of experience in the finance industry.

2
Paul E. Metler
CRD#: 6311118
27555 Executive Drive, Suite 165, Farmington Hills, MI 48331
89
Wealthminder
score

Paul Metler (CRD# 6311118) is an Investment Advisor Representative working at Strategic Investment Advisors, Inc. in Farmington Hills, MI and has over 2 years of experience in the finance industry.

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