$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
14 yrs Firm Age
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- Custodian
- Guggenheim ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2011
- Office Locations
- 1
Office Locations
-- Escondido CA
About Strategic Income Advisors
Strategic Income Advisors is a Escondido-based RIA. The firm has been operating for 14 years. Managing $40.0M in total assets under management, with 1 advisory representatives. They custody assets with Guggenheim and Nationwide.
Team overview
-- AVG AGE
$40.0M AVG AUM / ADVISOR
$421.1K AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARVIN LEROY MILLS
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #336023
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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