Strubel Investment Management, LLC

RIAState Registered

Total AUM

$55.2M

Discretionary

$52.1M

94% of AUM

Avg account

$246K

Accounts

224

Employees

Advisory reps

Firm details

Headquarters: Lancaster, Pennsylvania
CRD number: 151455
Website: strubelim.com
Custodians: TRADEPMR BY ROBINHOOD, GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals59.18%
HNWI34.38%
Pension & Profit Sharing Plans5.56%
Charitable Organizations0.48%
Corporations / Businesses0.4%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Strubel Investment Management, LLC is an independent, owner-operated registered adviser organized as an LLC and based in Pennsylvania. The firm serves individual and family clients alongside institutional accounts, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Compensation comes primarily from a percentage-of-assets fee schedule supplemented by hourly charges for planning or consultative work. The firm does not present itself as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor.