S
$8.4M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-14-2008
- Office Locations
- 1
Office Locations
-- THE Villages FL
About Structured Portfolio Solutions, LLC
Structured Portfolio Solutions, LLC is a THE Villages-based RIA. The firm has been operating for 18 years. Managing $8.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Fidelity/NFS.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Owner & Executives
H
HUDDIE LEE CHENEY III
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1189962
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,970,844 | -- |
| Non-Discretionary | $3,383,732 | -- |
| Total | $8,354,576 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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