Přihlásit se Zaregistrujte se zdarma

Strategic Portfolio Advisors (Las Vegas)


Strategic Portfolio Advisors is a large advisory firm based in Las Vegas. It manages $109.77 million of regulatory assets for 285 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Nevada.




Strategic Portfolio Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Portfolio Advisors: assets under management

The assets under management (AUM) of Strategic Portfolio Advisors is $109.77 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3 million in discretionary accounts and $106.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $388.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Portfolio Advisors for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Las Vegas

The principal office where Strategic Portfolio Advisors performs its advisory services is located at 10161 Park Run Drive, Las Vegas, NV 89145, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 702-515-7445 or by fax 702-515-7401. The normal business hours are by appointment on Other.


Registered investment advisers similar to Strategic Portfolio Advisors