Strategic Investment Management

Strategic Investment Management (CRD# 129949) is a financial advisory firm headquartered in Austin, TX. They manage $29,152,777 in 308 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9600 North Mopac, Suite 600, Austin, TX 78759
https://www.linkedin.com/company/6989982/
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $94,652
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Strategic Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Roger Brooks, financial advisor Austin TX
Roger O. Brooks
CRD#: 2412064
9600 North Mopac, Suite 600, Austin, TX 78759

Roger Brooks (CRD# 2412064) is an Investment Advisor Representative working at Strategic Investment Management in Austin, TX and has over 30 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.

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