Strategic Portfolio Advisors, Inc.
Strategic Portfolio Advisors, Inc. (CRD# 147194) is a financial advisory firm headquartered in Long Beach, CA. They manage $73,001,555 in 258 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Strategic Portfolio Advisors, Inc.
By the Numbers
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Total Assets Under Management73MILLION
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Total Number of Accounts258ACCOUNTS
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Average Account Value$282,952
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Strategic Portfolio Advisors, Inc.
1
Todd M. Jones is a Registered Investment Advisor (RIA) in Long Beach, CA. He is the President & Chief Investment Officer at Strategic Portfolio Advisors, located at Alamitos Bay Marina. With over 35 years in the financial/ investment industry, Todd is excited to have the honor of being the person assisting his clients achieve their financial goals.
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