Strategic Portfolio Solutions, LLC

Strategic Portfolio Solutions, LLC (CRD# 156374) is a financial advisory firm headquartered in Dallas, TX. They manage $89,640,884 in 299 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
17304 Preston Road, Suite 125, Dallas, TX 75252
https://www.facebook.com/investsps/
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $299,802
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, LA, NC, TX

Financial Advisors at Strategic Portfolio Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Aikey, financial advisor Dallas TX
Robert A. Aikey
CRD#: 2574224
17304 Preston Road, Suite 125, Dallas, TX 75252

Robert Aikey (CRD# 2574224) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Dallas, TX and has over 29 years of experience in the finance industry.

2
Stephen Jenkins, financial advisor Dallas TX
Stephen R. Jenkins
CRD#: 4264149
17304 Preston Road, Suite 125, Dallas, TX 75252

Stephen Jenkins (CRD# 4264149) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Dallas, TX and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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