This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2008
- Office Locations
- 1
Office Locations
About Strategic Portfolio Advisors, Inc.
Strategic Portfolio Advisors, Inc. is a Long Beach, CA RIA providing fiduciary portfolio construction and ongoing guidance aligned to client goals, timelines, and retirement plans. Investment approach centers on diversified asset allocation using ETFs and index-oriented funds, with complementary high-quality fixed income and cash as needed. Offers insurance-related planning and serves individuals including entrepreneurs; primary custodian includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TODD MICHAEL JONES
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1173145
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,815,073 | -- |
| Non-Discretionary | $0 | -- |
| Total | $103,815,073 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing