STRONGSIDE ASSET MANAGEMENT LLC

RIASEC Registered
Total AUM
$35.6M
Discretionary
$35.6M
100% of AUM
Avg account
$126K
Accounts
282
Employees
1
Advisory reps
1

Firm details

Headquarters
OAK BROOK, Illinois
CRD number
315542
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals63.79%
  • HNWI36.21%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Strongside Asset Management LLC is an independent registered investment adviser structured as a limited liability company that focuses on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its investment practice emphasizes publicly traded equities and exchange-traded vehicles as the primary building blocks, with discretionary authority over client accounts, giving portfolio managers the flexibility to implement tax-aware trading, rebalancing and position-level adjustments. The firm’s client base and service set indicate a boutique advisory model: relatively small client counts, individualized account management, and use of separately managed account-style implementations. Strongside does not position itself as an ESG-focused manager and operates primarily within a single-state adviser footprint. Custody and trading infrastructure are routed through mainstream institutional channels to support execution and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 18%, US Government Bonds 3%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents18%
  • US Government Bonds3%
  • State & Local Bonds2%

Contacts

1 of 1
  • Tyler Murphy

    Founder & PresidentCRD 6794541

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OAK BROOK, IL

DU PAGE

Location

OAK BROOK, IL

Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
815 Commerce Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth