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STRATEGIC PORTFOLIO SOLUTIONS, LLC
CRD 156374 · SEC 801-131029
17304 PRESTON ROAD, SUITE 125, DALLAS, TX, 75252, United States
Phone
(214) 446-4910
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.2M
Discretionary AUM
$131.8M
Team
5 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $30.6M |
| High net worth individuals | 55 | $105.6M |
States served
AZ, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD