Strategic Investment Management
Strategic Investment Management (CRD# 129949) is a financial advisory firm headquartered in Austin, TX. They manage $26,796,838 in 251 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts251ACCOUNTS
Average Account Value$106,760
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Roger Brooks (CRD# 2412064) is an Investment Advisor Representative working at Strategic Investment Management in Austin, TX and has over 23 years of experience in the finance industry.