CRD: 114888
Strategic Investment Advisors, Ltd.
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-2000
- Office Locations
- 1
Office Locations
About Strategic Investment Advisors, Ltd.
Strategic Investment Advisors, Ltd. is a fee-only RIA founded in 2000 providing disciplined, evidence-based portfolio management and wealth strategy tailored to each client’s risk profile. The firm serves individuals and families as well as businesses, trusts, nonprofits, partnerships, and retirement plans, with custody support including Charles Schwab. Offers a complimentary portfolio review/second-opinion engagement.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN ANDREW HILLIN
Chief Compliance Officer, President, Principal, TREASURER
- CRD
- #4489958
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,360,173 | $143,239 |
| Non-Discretionary | $557,517 | -- |
| Total | $76,917,690 | $143,239 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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