Strategic Investment Advisors LLC
Legal Name: STRATEGIC INVESTMENT ADVISORS, LLC
Full Contact Details
Strategic Investment Advisors LLC
6400 MONROE ST., SUITE A, SYLVANIA, OH
419-517-9100
419-517-9101
Other Info
Strategic Investment Advisors LLC, an Ohio-based limited liability company, operates with two employees, both of whom work as advisors. The number of clients served by the firm is unknown. The SEC has approved its status, and the company was registered on August 26, 2005.
Direct Owners
-
BEVERLY JEAN LANGLEY
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MARK ALAN KLOPFENSTEIN
MEMBER owns more than 50% but less than 75%
Top Holdings
- SCHWAB STRATEGIC TR $19,425k
- Apple Inc $12,486k
- Amazon.com Inc $10,850k
- MICROSOFT CORP $10,825k
- VISA INC COM CL A $7,847k
- AT&T INC $7,212k
- INVESCO QQQ TR UNIT SER 1 $6,668k
- VERIZON COMMUNICATIONS $6,535k
- HOME DEPOT INC $6,416k
- PIMCO ETF TR $5,863k