Strategic Portfolio Solutions, LLC

Strategic Portfolio Solutions, LLC (CRD# 156374) is a financial advisory firm headquartered in Addison, TX. They manage $34,000,000 in 244 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    244
    ACCOUNTS
  • Average Account Value
    $139,344
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

HI, LA, TX

Financial Advisors at Strategic Portfolio Solutions, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Suzanne L. Smith
CRD#: 6245837
14677 Midway Rd, Suite 120, Addison, TX 75001
89
Wealthminder
score

Suzanne Smith (CRD# 6245837) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Addison, TX and has over 3 years of experience in the finance industry.

2
Robert A. Aikey
CRD#: 2574224
14677 Midway Rd, Suite 120, Addison, TX 75001
83
Wealthminder
score

Robert Aikey (CRD# 2574224) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Addison, TX and has over 21 years of experience in the finance industry.

3
Stephen R. King
CRD#: 1318558
14677 Midway Rd, Suite 120, Addison, TX 75001
83
Wealthminder
score

Stephen King (CRD# 1318558) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Addison, TX and has over 32 years of experience in the finance industry.

4
Damon L. Taylor
CRD#: 2690216
14683 Midway Road, Suite 270, Addison, TX 75001
63
Wealthminder
score

Damon Taylor (CRD# 2690216) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Addison, TX and has over 20 years of experience in the finance industry.

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