STRATEGIQ FINANCIAL GROUP, LLC
CRD #144287 SEC #801-68171 MERRILLVILLE, IN 219-736-8902
SEC Registered Disclosures
Total AUM
$1.6B
Discretionary
$1.5B
Employees
28
Clients
26
Accounts
3,230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.6B | $1.5B | $11.8M | 18 | 11 |
| Mar 2024 | $1.6B | $1.5B | $11.8M | 28 | 11 |
| Dec 2023 | $1.5B | $1.5B | $15.2M | 28 | 9 |
| Oct 2023 | $1.5B | $1.5B | $15.2M | 28 | 9 |
| Sep 2023 | $1.5B | $1.5B | $15.2M | 29 | 9 |
| Aug 2023 | $1.5B | $1.5B | $15.2M | 28 | 9 |
| Apr 2023 | $1.5B | $1.5B | $15.2M | 29 | 9 |
| Mar 2023 | $1.5B | $1.5B | $15.2M | 29 | 9 |
| Mar 2023 | $1.5B | $1.5B | $15.2M | 29 | 9 |
| Nov 2022 | $1.8B | $1.8B | $15.7M | 29 | 10 |
| Mar 2022 | $1.8B | $1.8B | $15.7M | 29 | 10 |
| Dec 2021 | $748.3M | $708.6M | $39.7M | 27 | 129 |
| Sep 2021 | $748.3M | $708.6M | $39.7M | 27 | 129 |
| Jul 2021 | $748.3M | $708.6M | $39.7M | 27 | 129 |
| Mar 2021 | $748.3M | $708.6M | $39.7M | 27 | 129 |
| Jul 2020 | $790M | $707.4M | $82.6M | 27 | 6 |
| Jun 2020 | $790M | $707.4M | $82.6M | 27 | 6 |
| May 2020 | $790M | $707.4M | $82.6M | 27 | 6 |
| Mar 2020 | $790M | $707.4M | $82.6M | 27 | 6 |
| Mar 2019 | $670.2M | $598.5M | $71.7M | 22 | 14 |
| Oct 2018 | $678.9M | $586.3M | $92.7M | 21 | 16 |
| Mar 2018 | $678.9M | $586.3M | $92.7M | 21 | 16 |
| Sep 2017 | $589.2M | $476.6M | $112.6M | 23 | 1,200 |
| Jul 2017 | $589.2M | $476.6M | $112.6M | 23 | 1,200 |
| Jun 2017 | $589.2M | $476.6M | $112.6M | 23 | 1,200 |
| Jun 2017 | $589.2M | $476.6M | $112.6M | 23 | 1,200 |
| Apr 2017 | $589.2M | $476.6M | $112.6M | 23 | 1,200 |
| Mar 2017 | $589.2M | $476.6M | $112.6M | 23 | 1,200 |
| Oct 2016 | $544.9M | $438.3M | $106.6M | 23 | 1,100 |
| Sep 2016 | $544.9M | $438.3M | $106.6M | 23 | 1,100 |
| Jul 2016 | $544.9M | $438.3M | $106.6M | 23 | 1,100 |
| Mar 2016 | $355.3M | $262.4M | $92.9M | 22 | 800 |
| Dec 2015 | $315.4M | $256.4M | $59M | 22 | 800 |
| Jul 2015 | $309.8M | $251.9M | $57.9M | 24 | 800 |
| Mar 2015 | $309.8M | $251.9M | $57.9M | 24 | 800 |
| Dec 2014 | $303.4M | $248.2M | $55.3M | 21 | 800 |
| Sep 2014 | $285.1M | $232.2M | $52.9M | 21 | 800 |
| Jun 2014 | $285.1M | $232.2M | $52.9M | 21 | 800 |
| Mar 2014 | $285.1M | $232.2M | $52.9M | 21 | 800 |
| Mar 2014 | $285.1M | $232.2M | $52.9M | 21 | 800 |
| Nov 2013 | $172.1M | $166.6M | $5.5M | 23 | 600 |
| May 2013 | $172.1M | $166.6M | $5.5M | 23 | 600 |
| Mar 2013 | $172.1M | $166.6M | $5.5M | 23 | 600 |
| Nov 2012 | $139.9M | $132.7M | $7.2M | 33 | 800 |
| Apr 2012 | $139.9M | $132.7M | $7.2M | 11 | 800 |
| Mar 2012 | $139.9M | $132.7M | $7.2M | 11 | 800 |
| Mar 2011 | $143.2M | $134.9M | $8.3M | -- | -- |
| Mar 2011 | $143.2M | $134.9M | $8.3M | -- | -- |
| Oct 2010 | $125.7M | $115M | $10.7M | -- | -- |
| Oct 2009 | $102.6M | $91.8M | $10.8M | -- | -- |
| Mar 2009 | $102.6M | $91.8M | $10.8M | -- | -- |
| Dec 2007 | $74.6M | $72.7M | $1.9M | -- | -- |
| Aug 2007 | $0 | $0 | $0 | -- | -- |
| Aug 2007 | $0 | $0 | $0 | -- | -- |
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$11.8M
Employees18
Clients11
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$11.8M
Employees28
Clients11
DateDec 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.2M
Employees28
Clients9
DateOct 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.2M
Employees28
Clients9
DateSep 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.2M
Employees29
Clients9
DateAug 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.2M
Employees28
Clients9
DateApr 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.2M
Employees29
Clients9
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.2M
Employees29
Clients9
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.2M
Employees29
Clients9
DateNov 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$15.7M
Employees29
Clients10
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$15.7M
Employees29
Clients10
DateDec 2021
Total AUM$748.3M
Discretionary$708.6M
Non-Disc.$39.7M
Employees27
Clients129
DateSep 2021
Total AUM$748.3M
Discretionary$708.6M
Non-Disc.$39.7M
Employees27
Clients129
DateJul 2021
Total AUM$748.3M
Discretionary$708.6M
Non-Disc.$39.7M
Employees27
Clients129
DateMar 2021
Total AUM$748.3M
Discretionary$708.6M
Non-Disc.$39.7M
Employees27
Clients129
DateJul 2020
Total AUM$790M
Discretionary$707.4M
Non-Disc.$82.6M
Employees27
Clients6
DateJun 2020
Total AUM$790M
Discretionary$707.4M
Non-Disc.$82.6M
Employees27
Clients6
DateMay 2020
Total AUM$790M
Discretionary$707.4M
Non-Disc.$82.6M
Employees27
Clients6
DateMar 2020
Total AUM$790M
Discretionary$707.4M
Non-Disc.$82.6M
Employees27
Clients6
DateMar 2019
Total AUM$670.2M
Discretionary$598.5M
Non-Disc.$71.7M
Employees22
Clients14
DateOct 2018
Total AUM$678.9M
Discretionary$586.3M
Non-Disc.$92.7M
Employees21
Clients16
DateMar 2018
Total AUM$678.9M
Discretionary$586.3M
Non-Disc.$92.7M
Employees21
Clients16
DateSep 2017
Total AUM$589.2M
Discretionary$476.6M
Non-Disc.$112.6M
Employees23
Clients1,200
DateJul 2017
Total AUM$589.2M
Discretionary$476.6M
Non-Disc.$112.6M
Employees23
Clients1,200
DateJun 2017
Total AUM$589.2M
Discretionary$476.6M
Non-Disc.$112.6M
Employees23
Clients1,200
DateJun 2017
Total AUM$589.2M
Discretionary$476.6M
Non-Disc.$112.6M
Employees23
Clients1,200
DateApr 2017
Total AUM$589.2M
Discretionary$476.6M
Non-Disc.$112.6M
Employees23
Clients1,200
DateMar 2017
Total AUM$589.2M
Discretionary$476.6M
Non-Disc.$112.6M
Employees23
Clients1,200
DateOct 2016
Total AUM$544.9M
Discretionary$438.3M
Non-Disc.$106.6M
Employees23
Clients1,100
DateSep 2016
Total AUM$544.9M
Discretionary$438.3M
Non-Disc.$106.6M
Employees23
Clients1,100
DateJul 2016
Total AUM$544.9M
Discretionary$438.3M
Non-Disc.$106.6M
Employees23
Clients1,100
DateMar 2016
Total AUM$355.3M
Discretionary$262.4M
Non-Disc.$92.9M
Employees22
Clients800
DateDec 2015
Total AUM$315.4M
Discretionary$256.4M
Non-Disc.$59M
Employees22
Clients800
DateJul 2015
Total AUM$309.8M
Discretionary$251.9M
Non-Disc.$57.9M
Employees24
Clients800
DateMar 2015
Total AUM$309.8M
Discretionary$251.9M
Non-Disc.$57.9M
Employees24
Clients800
DateDec 2014
Total AUM$303.4M
Discretionary$248.2M
Non-Disc.$55.3M
Employees21
Clients800
DateSep 2014
Total AUM$285.1M
Discretionary$232.2M
Non-Disc.$52.9M
Employees21
Clients800
DateJun 2014
Total AUM$285.1M
Discretionary$232.2M
Non-Disc.$52.9M
Employees21
Clients800
DateMar 2014
Total AUM$285.1M
Discretionary$232.2M
Non-Disc.$52.9M
Employees21
Clients800
DateMar 2014
Total AUM$285.1M
Discretionary$232.2M
Non-Disc.$52.9M
Employees21
Clients800
DateNov 2013
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees23
Clients600
DateMay 2013
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees23
Clients600
DateMar 2013
Total AUM$172.1M
Discretionary$166.6M
Non-Disc.$5.5M
Employees23
Clients600
DateNov 2012
Total AUM$139.9M
Discretionary$132.7M
Non-Disc.$7.2M
Employees33
Clients800
DateApr 2012
Total AUM$139.9M
Discretionary$132.7M
Non-Disc.$7.2M
Employees11
Clients800
DateMar 2012
Total AUM$139.9M
Discretionary$132.7M
Non-Disc.$7.2M
Employees11
Clients800
DateMar 2011
Total AUM$143.2M
Discretionary$134.9M
Non-Disc.$8.3M
Employees--
Clients--
DateMar 2011
Total AUM$143.2M
Discretionary$134.9M
Non-Disc.$8.3M
Employees--
Clients--
DateOct 2010
Total AUM$125.7M
Discretionary$115M
Non-Disc.$10.7M
Employees--
Clients--
DateOct 2009
Total AUM$102.6M
Discretionary$91.8M
Non-Disc.$10.8M
Employees--
Clients--
DateMar 2009
Total AUM$102.6M
Discretionary$91.8M
Non-Disc.$10.8M
Employees--
Clients--
DateDec 2007
Total AUM$74.6M
Discretionary$72.7M
Non-Disc.$1.9M
Employees--
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--