Strategic Portfolio Advisors, Inc.
Strategic Portfolio Advisors, Inc. (CRD# 147194) is a financial advisory firm headquartered in Long Beach, CA. They manage $28,100,000 in 149 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts149ACCOUNTS
Average Account Value$188,591
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.