Strategic Portfolio Advisors, Inc.

Strategic Portfolio Advisors, Inc. (CRD# 147194) is a financial advisory firm headquartered in Long Beach, CA. They manage $21,033,412 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $182,899
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Strategic Portfolio Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Todd M. Jones
CRD#: 1173145
194 Marina Drive, Suite 202, Long Beach, CA 90803
77
Wealthminder
score

Todd Jones (CRD# 1173145) is an Investment Advisor Representative working at Strategic Portfolio Advisors, Inc. in Long Beach, CA and has 1 year of experience in the finance industry.

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