S
$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-18-2022
- Office Locations
- 1
Office Locations
-- Glen Ellyn IL
About SMR Strategic Investments, LLC
SMR Strategic Investments, LLC is a Glen Ellyn-based RIA. The firm has been operating for 4 years. Managing $9.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
47 AVG AGE
$9.7M AVG AUM / ADVISOR
$606.3K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Services
Available
Owner & Executives
SHAWN MICHAEL ROBERTS
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #3272639
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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