Strategic Advisors Of Illinois

Overview

Strategic Advisors Of Illinois is an independent registered investment adviser organized as a corporation and owned by an individual. The firm concentrates on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. It operates with multiple revenue models — charging a percentage of assets under management as well as hourly and fixed fees, and it also receives commissions where applicable. The firm maintains business lines beyond advisory work: advisers are registered representatives of a broker-dealer and the firm conducts insurance brokerage and accounting activities. It is not presented as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices