STRATEGIC INVESTMENT SOLUTIONS, INC.
CRD #143128 SEC #801-67584 ORLAND PARK, IL 708-645-8820
SEC Registered
Total AUM
$910M
Discretionary
$910M
Employees
18
Clients
0
Accounts
3,910
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $910M | $910M | $0 | 18 | 0 |
| Feb 2024 | $780M | $780M | $0 | 15 | 0 |
| Feb 2023 | $611M | $611M | $0 | 13 | 0 |
| Feb 2022 | $615M | $615M | $0 | 13 | 0 |
| Mar 2021 | $525M | $430M | $95M | 12 | 0 |
| Jun 2020 | $482M | $482M | $0 | 12 | 0 |
| Jun 2020 | $482M | $482M | $0 | 12 | 0 |
| Feb 2020 | $482M | $482M | $0 | 12 | 0 |
| Feb 2019 | $410M | $410M | $0 | 11 | 0 |
| Jan 2018 | $420M | $420M | $0 | 10 | 0 |
| Feb 2017 | $332.1M | $332.1M | $0 | 6 | 800 |
| Mar 2016 | $285.2M | $285.2M | $0 | 6 | 700 |
| Jul 2015 | $377.3M | $377.3M | $0 | 9 | 600 |
| Mar 2015 | $377.3M | $377.3M | $0 | 9 | 600 |
| Mar 2014 | $348.6M | $348.6M | $0 | 9 | 600 |
| Mar 2013 | $307.9M | $307.9M | $0 | 9 | 600 |
| May 2012 | $258.5M | $258.5M | $0 | 6 | 1,600 |
| Mar 2012 | $270M | $270M | $0 | 6 | 1,600 |
| Mar 2011 | $246.8M | $246.8M | $0 | 10 | -- |
| Mar 2011 | $246.8M | $246.8M | $0 | 10 | -- |
| Mar 2010 | $193.4M | $193.4M | $0 | 10 | -- |
| May 2007 | $60M | $60M | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$910M
Discretionary$910M
Non-Disc.$0
Employees18
Clients0
DateFeb 2024
Total AUM$780M
Discretionary$780M
Non-Disc.$0
Employees15
Clients0
DateFeb 2023
Total AUM$611M
Discretionary$611M
Non-Disc.$0
Employees13
Clients0
DateFeb 2022
Total AUM$615M
Discretionary$615M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$525M
Discretionary$430M
Non-Disc.$95M
Employees12
Clients0
DateJun 2020
Total AUM$482M
Discretionary$482M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$482M
Discretionary$482M
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$482M
Discretionary$482M
Non-Disc.$0
Employees12
Clients0
DateFeb 2019
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees11
Clients0
DateJan 2018
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees10
Clients0
DateFeb 2017
Total AUM$332.1M
Discretionary$332.1M
Non-Disc.$0
Employees6
Clients800
DateMar 2016
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees6
Clients700
DateJul 2015
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees9
Clients600
DateMar 2015
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees9
Clients600
DateMar 2014
Total AUM$348.6M
Discretionary$348.6M
Non-Disc.$0
Employees9
Clients600
DateMar 2013
Total AUM$307.9M
Discretionary$307.9M
Non-Disc.$0
Employees9
Clients600
DateMay 2012
Total AUM$258.5M
Discretionary$258.5M
Non-Disc.$0
Employees6
Clients1,600
DateMar 2012
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees6
Clients1,600
DateMar 2011
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$193.4M
Discretionary$193.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--