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Brian Lavern Placzek

STRATEGIC INCOME MANAGEMENT, LLC·SEATTLE, Washington
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SUITE 713, SEATTLE, WA 98109CRD# 2376076Firm CRD# 151956
01

About

Brian Lavern Placzek is a registered financial advisor based in SEATTLE, Washington, affiliated with STRATEGIC INCOME MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
STRATEGIC INCOME MANAGEMENT, LLC
STRATEGIC INCOME MANAGEMENT, LLC
AUM
$1.9B
Regulatory assets under management
Employees
7
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2376076
Firm CRD# 151956
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Lavern Placzek offer?
Brian Lavern Placzek specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.
What are Brian Lavern Placzek's credentials?
Brian Lavern Placzek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Lavern Placzek located?
Brian Lavern Placzek is based in SEATTLE, Washington, working with STRATEGIC INCOME MANAGEMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Brian Lavern Placzek charge for services?
Brian Lavern Placzek's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC INCOME MANAGEMENT, LLC?
STRATEGIC INCOME MANAGEMENT, LLC has approximately 7 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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