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Kristi Lee Gauthier

STRATEGIC INCOME GROUP LLC·CHANDLER, Arizona
Unclaimed Profile
2330 W. RAY ROAD, CHANDLER, AZ 85224CRD# 4665345Firm CRD# 165839
01

About

Kristi Lee Gauthier is a registered financial advisor based in CHANDLER, Arizona, affiliated with STRATEGIC INCOME GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STRATEGIC INCOME GROUP LLC
STRATEGIC INCOME GROUP LLC
AUM
$316M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STRATEGIC INCOME GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4665345
Firm CRD# 165839
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristi Lee Gauthier offer?
Kristi Lee Gauthier specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHANDLER, Arizona for a consultation.
What are Kristi Lee Gauthier's credentials?
Kristi Lee Gauthier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristi Lee Gauthier located?
Kristi Lee Gauthier is based in CHANDLER, Arizona, working with STRATEGIC INCOME GROUP LLC. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Kristi Lee Gauthier charge for services?
Kristi Lee Gauthier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC INCOME GROUP LLC?
STRATEGIC INCOME GROUP LLC has approximately 6 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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