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STRATEGIC PORTFOLIO SOLUTIONS, LLC
STRATEGIC PORTFOLIO SOLUTIONS, LLC
DALLAS, Texas
·
1 registered advisor
·
CRD# 156374
SEC# 801-131029
2
(214) 446-4910
01
Firm Overview
AUM
$102M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at STRATEGIC PORTFOLIO SOLUTIONS, LLC
1 registered advisor
Robert Andrew Aikey
DALLAS, Texas
CRD# 2574224
05
Office Locations
DALLAS, Texas
1 advisor
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Data sourced from SEC Form ADV filings. STRATEGIC PORTFOLIO SOLUTIONS, LLC (CRD# 156374) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.