CRD: 332778
Strickler Investment Services, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-2024
- Office Locations
- 1
Office Locations
About Strickler Investment Services, LLC
Strickler Financial Group is a Michigan-based SEC-registered RIA focused on coaching clients to and through retirement. The firm provides retirement income planning, wealth management, and tax and legacy planning, with dedicated support for high-net-worth households, and also offers insurance solutions. They host educational seminars and provide a client portal (MyVictory App); custody is through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Russell William Strickler
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5080295
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Alec John Copeland
--
- CRD
- #8014360
Logan Robert Doty
--
- CRD
- #8193001
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,259,633 | $159,613 |
| Non-Discretionary | $0 | -- |
| Total | $107,259,633 | $159,613 |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing