S
$106.6M Total AUM
$106.6M Disc. AUM
-- 3Y CAGR
1 Employees
326 ADV. Clients
20 yrs Firm Age
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2005
- Office Locations
- 1
Office Locations
215 West Washington ROW Sandusky OH
About Structured Investment Advisors, LLC
Structured Investment Advisors, LLC is a Sandusky-based RIA. The firm has been operating for 20 years. Managing $106.6M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Team overview
58 AVG AGE
$106.6M AVG AUM / ADVISOR
$326.9K AVG AUM / CLIENT
20.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SHAWN MATHEW ARMSTRONG
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2046333
- Ownership
- 75% or more
Available
Available
Available
S
SHAREN LEE ARMSTRONG
Owner, PARTNER
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,556,065 | -- |
| Non-Discretionary | $0 | -- |
| Total | $106,556,065 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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