S
$97.4M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-02-2005
- Office Locations
- 1
Office Locations
10161 Park RUN Drive Suite 150 LAS Vegas NV
About Strategic Portfolio Advisors
Strategic Portfolio Advisors is a LAS Vegas-based RIA. The firm has been operating for 20 years. Managing $97.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$97.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
17.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
REBECCA ANN BUCKLEY
Chief Compliance Officer, General Manager, President
- CRD
- #1015137
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,710,126 | $300,000 |
| Non-Discretionary | $84,712,097 | $388,237 |
| Total | $97,422,223 | $385,141 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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