Structured Investment Advisors, LLC

RIASEC Registered

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$215K

Accounts

496

Employees

Advisory reps

Firm details

Headquarters: Sandusky, Ohio
CRD number: 137231
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.05%
Pension & Profit Sharing Plans13.65%
Individuals8.41%
Charitable Organizations1.49%
Corporations / Businesses1.39%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Structured Investment Advisors, LLC is a privately owned limited liability company that provides discretionary portfolio management to both individuals and institutions. The firm offers fee arrangements that include percentage-of-AUM billing as well as hourly and fixed-fee engagements, and it lists advisory services spanning portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting. The adviser does not identify itself as an active ESG investor and is not reported as a multi-state adviser.