Strategic Investment Advisors, LLC
Strategic Investment Advisors, LLC (CRD# 135448) is a financial advisory firm headquartered in Sylvania, OH. They manage $190,699,402 in 827 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management191MILLION
Total Number of Accounts827ACCOUNTS
Average Account Value$230,592
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IN, MI, OH, TX
Mark Klopfenstein (CRD# 2767318) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Sylvania, OH and has over 18 years of experience in the finance industry.
Lukas Thill (CRD# 6767113) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Sylvania, OH and has 1 year of experience in the finance industry.