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- Custodian
- Charles Schwab & Company · First Clearing · Folio Investments · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2009
- Office Locations
- 1
Office Locations
About Strubel Investment Management, LLC
Strubel Investment Management, LLC provides wealth management and financial services for individuals, trusts and retirement accounts, and supports businesses with retirement plan implementation and ongoing advisory for defined contribution plans such as 401(k)s. The practice emphasizes diversified asset allocation using ETFs and public funds, with complementary fixed income exposure. Based in Lancaster, PA, and supports clients including business owners and entrepreneurs.
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Owner & Executives
BEN JOEL STRUBEL
President
- CRD
- #5708480
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,112,000 | -- |
| Non-Discretionary | $3,070,000 | -- |
| Total | $55,182,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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