Strategic Portfolio Managers

Strategic Portfolio Managers (CRD# 155286) is a financial advisory firm headquartered in Northfield, IL. They manage $37,550,000 in 181 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $207,459
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.

IL

Financial Advisors at Strategic Portfolio Managers
Showing 1 - 1 of 1 top financial advisors.
1
Peleg Halpern
CRD#: 2459654
One Northfield Plaza, Suite 300, Northfield, IL 60093
93
Wealthminder
score

Peleg Halpern (CRD# 2459654) is an Investment Advisor Representative working at Strategic Portfolio Managers in Northfield, IL and has over 22 years of experience in the finance industry.

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