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Kirk Melbourne Cassidy

STRATEGIC INVESTMENT ADVISORS, LLC·LIVONIA, Michigan
Unclaimed Profile
38695 W. SEVEN MILE ROAD, LIVONIA, MI 48152CRD# 5344038Firm CRD# 151501
01

About

Kirk Melbourne Cassidy is a registered financial advisor based in LIVONIA, Michigan, affiliated with STRATEGIC INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC INVESTMENT ADVISORS, LLC
STRATEGIC INVESTMENT ADVISORS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at STRATEGIC INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5344038
Firm CRD# 151501
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kirk Melbourne Cassidy offer?
Kirk Melbourne Cassidy specializes in Financial Planning, Investment Management. Contact their office in LIVONIA, Michigan for a consultation.
What are Kirk Melbourne Cassidy's credentials?
Kirk Melbourne Cassidy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirk Melbourne Cassidy located?
Kirk Melbourne Cassidy is based in LIVONIA, Michigan, working with STRATEGIC INVESTMENT ADVISORS, LLC. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.
How does Kirk Melbourne Cassidy charge for services?
Kirk Melbourne Cassidy'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 INVESTMENT ADVISORS, LLC?
STRATEGIC INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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