Strategic Investment Management

Strategic Investment Management (CRD# 129949) is a financial advisory firm headquartered in Austin, TX. They manage $28,390,031 in 251 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.


Financial Advisors at Strategic Investment Management
Showing 1 - 1 of 1 top financial advisors.
Roger O. Brooks
CRD#: 2412064
13809 Research Blvd, Ste 915, Austin, TX 78750

Roger Brooks (CRD# 2412064) is an Investment Advisor Representative working at Strategic Investment Management in Austin, TX and has over 24 years of experience in the finance industry.

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