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Mark Alan Klopfenstein

STRATEGIC INVESTMENT ADVISORS, LLC·SYLVANIA, Ohio
Unclaimed Profile
6400 MONROE ST., SYLVANIA, OH 43560CRD# 2767318Firm CRD# 135448
01

About

Mark Alan Klopfenstein is a registered financial advisor based in SYLVANIA, Ohio, 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
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC INVESTMENT ADVISORS, LLC
STRATEGIC INVESTMENT ADVISORS, LLC
AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STRATEGIC INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2767318
Firm CRD# 135448
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Alan Klopfenstein offer?
Mark Alan Klopfenstein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYLVANIA, Ohio for a consultation.
What are Mark Alan Klopfenstein's credentials?
Mark Alan Klopfenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Alan Klopfenstein located?
Mark Alan Klopfenstein is based in SYLVANIA, Ohio, working with STRATEGIC INVESTMENT ADVISORS, LLC. Their office serves clients in the SYLVANIA metropolitan area and surrounding communities.
How does Mark Alan Klopfenstein charge for services?
Mark Alan Klopfenstein's firm is compensated through percentage of aum, 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 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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