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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-17-2002
- Office Locations
- 1
Office Locations
About Strategicglobal Insight, LLC
StrategicGlobal Insight, LLC is a South Riding, VA registered investment adviser providing holistic life planning, estate planning, insurance planning, and lifetime goal/forecasting alongside portfolio management. The firm emphasizes asset allocation using index-oriented vehicles, with portfolios heavily ETF-based and complemented by select private funds, and often works with entrepreneurs seeking integrated planning and investment implementation.
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Owner & Executives
ARTHUR ALLAN HALL
Managing Director, President
- CRD
- #2130287
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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