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- Custodian
- Charles Schwab & Company · JP Morgan · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2014
- Office Locations
- 3
Office Locations
About Strategic Portfolio Solutions, LLC
Strategic Portfolio Solutions LLC is a Dallas-based RIA delivering personalized financial planning, discretionary portfolio management, and insurance services. The firm builds and monitors individual financial roadmaps, with portfolios largely implemented using ETFs and index strategies and framed around risk management. Custodies primarily at Charles Schwab and also offers a “Future Advisors” program.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT ANDREW AIKEY
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2574224
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NANCY A HETRICK
Chief Executive Officer, Founder
- CRD
- #3228023
KRISTEN N HILTY
Senior Financial Advisor
- CRD
- #3227861
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,791,737 | $340,547 |
| Non-Discretionary | $4,418,849 | $736,475 |
| Total | $136,210,586 | $346,592 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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