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STRATEGIC INVESTMENT MANAGEMENT
SIM EMP
CRD 129949
9600 NORTH MOPAC, SUITE 600, AUSTIN, TX, 78759, United States
Phone
512-341-9898
Fax
512-918-0001
Registration
— (—)
Source
State registered
Total AUM
$40.8M
Discretionary AUM
$40.8M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $31.8M |
| High net worth individuals | 7 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD