STRATEGIC PORTFOLIO MANAGERS
Firm details
- Headquarters
- NORTHFIELD, Illinois
- CRD number
- 155286
- Registered since
- April 28, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.73%
- Individuals6.88%
- Corporations / Businesses6.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Strategic Portfolio Managers operates as an independent registered investment advisor (RIA) and was established as a limited liability company in 2023. The firm caters to a diverse client base, including individuals, families, and institutional investors. Their primary business activities encompass financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The firm does not actively engage in ESG investing and does not classify itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- US Government Bonds30%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents4%
Contacts
1 of 1James Jacobson
Owner, Investment Advisor RepresentativeCRD 5819962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTHFIELD, IL
COOK
Location
NORTHFIELD, IL
Headquartered in NORTHFIELD, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1 Northfield Plz
- Time zone
- CT (UTC-6)
- Office locations
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