Strategic International

RIASEC RegisteredEst. 2017
Total AUM
$177K
Discretionary
$177K
100% of AUM
Avg account
$88.4K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
287914
Registered since
March 22, 2017
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Strategic International is an independent registered investment adviser organized as a limited liability company and operating since 2017. The firm is individually owned and positions itself as a small-scale wealth manager focused on portfolio management for individuals and small businesses. It charges clients a fee based on a percentage of assets under management and reports a client base comprised primarily of individual and family investors. Strategic International does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Taylor Shockey

    Managing Principal, Chief Investment OfficerCRD 5685254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth