CRD: 108706
Strategic Advisory Services, L.l.c.
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- Custodian
- Nationwide ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-1986
- Office Locations
- 1
Office Locations
About Strategic Advisory Services, L.l.c.
Strategic Advisory Services is a Houston-based RIA providing financial planning and investment management, focused on pre-retirees and retirees (typically ages 51-70) while also serving younger families. The team helps clients consolidate fragmented portfolios into a written investment plan and manages portfolios with attention to tax efficiency, estate and tax implications, and asset location. Recent client specialization includes telecom, airline, and oil & gas professionals; custody includes SEI.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD ALLEN GRBAC
Managing Member, Managing Partner, President
- CRD
- #228224
- Ownership
- 50% but less than 75%
SUE BERSUDER GRBAC
Managing Partner, President, TREASURER
- CRD
- #2487705
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Donald Michael Wellings
Wealth Advisor
- CRD
- #6785796
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,903,223 | $448,794 |
| Non-Discretionary | $0 | -- |
| Total | $184,903,223 | $448,794 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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