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- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2013
- Office Locations
- 2
Office Locations
About Strategic Income Group LLC
Strategic Income Group is a Chandler, AZ wealth advisory firm providing proactive, phase-based planning (protection, building, and legacy/income) with implementation support across retirement, tax, insurance, and portfolio construction. The firm emphasizes charitable giving and impact investing, and uses vehicles such as ETFs and alternative strategies (custody includes Charles Schwab). Its stated strategic impact goal targets educating 25,000 people and catalyzing $1B+ in impact investments.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOHN GAUTHIER
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #4207686
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
KERI ANN ALCOS
Financial Planner
- CRD
- #4280235
MARTHA CORTEZ
Paraplanner
- CRD
- #2214974
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $354,622,752 | $293,805 |
| Non-Discretionary | $7,785,000 | $1,946,250 |
| Total | $362,407,752 | $299,263 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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