STRATEGIC INVESTMENT ADVISORS, INC.
Legal name: STRATEGIC GROUP
CRD #113403 SEC #801-67991 PORTLAND, OR 503-222-9737
SEC Registered
Total AUM
$22.9M
Discretionary
$20.7M
Employees
5
Clients
10
Accounts
204
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEYER, WILLIAM, IRVINE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEYER, WILLIAM, IRVINE | I | PRESIDENT | E | Control |
| MEYER, WILLIAM, IRVINE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEYER, WILLIAM, IRVINE | I | PRESIDENT | E | Control |
| MEYER, WILLIAM, IRVINE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEYER, WILLIAM, IRVINE | I | PRESIDENT | E | Control |
| MEYER, WILLIAM, IRVINE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEYER, WILLIAM, IRVINE | I | PRESIDENT | E | Control |
| MEYER, WILLIAM, IRVINE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEYER, WILLIAM, IRVINE | I | PRESIDENT | E | Control |
| MEYER, WILLIAM, IRVINE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEYER, WILLIAM, IRVINE | I | PRESIDENT | E | Control |
| MEYER, WILLIAM, IRVINE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEYER, WILLIAM, IRVINE | I | PRESIDENT | E | Control |
| MEYER, WILLIAM, IRVINE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEYER, WILLIAM, IRVINE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 20, 2009 REGISTERED
Notice Filings (3)
OR TX WA
Address
4380 SW MACADAM AVESUITE 260
PORTLAND, OR 97239
United States
Phone: 503-222-9737