Strategic Portfolio Managers

Overview

Strategic Portfolio Managers is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its core advisory services, as described on regulatory filings, include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as an active ESG investor and is not identified as a capital allocator; ownership is listed as a combination of a domestic entity and individual ownership.

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Public Holdings

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Location & Offices