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
By the Numbers
-
Total Assets Under Management29MILLION
-
Total Number of Accounts308ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Strategic Investment Management
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.