$62.3M Total AUM
$62.3M Disc. AUM
-- 3Y CAGR
1 Employees
113 ADV. Clients
27 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-1998
- Office Locations
- 1
Office Locations
5 Revere Drive Suite 200 Northbrook IL
About Strategic Advisors OF Illinois
Strategic Advisors of Illinois provides comprehensive financial planning and wealth management for retail clients, covering investment, retirement and goal planning plus insurance and education milestones. Portfolio implementation includes public funds and ETFs, and the practice is aligned with LPL Financial, featuring ongoing market commentary and LPL research content.
Team overview
-- AVG AGE
$62.3M AVG AUM / ADVISOR
$551.0K AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MELISSA DEBORAH OSUCH
Chief Compliance Officer, President
- CRD
- #5059057
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,260,053 | $376,442 |
| Non-Discretionary | $0 | -- |
| Total | $62,260,053 | $376,442 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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