STRATEGIC PORTFOLIO SOLUTIONS, LLC
CRD #156374 SEC #801-131029 DALLAS, TX (214) 446-4910
SEC Registered
Total AUM
$112M
Discretionary
$107.8M
Employees
5
Clients
0
Accounts
355
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $112M | $107.8M | $4.2M | 5 | 0 |
| Apr 2025 | $112M | $107.8M | $4.2M | 5 | 0 |
| Feb 2025 | $112M | $107.8M | $4.2M | 5 | 0 |
| Jul 2024 | $101.8M | $98.4M | $3.5M | 5 | 0 |
DateNov 2025
Total AUM$112M
Discretionary$107.8M
Non-Disc.$4.2M
Employees5
Clients0
DateApr 2025
Total AUM$112M
Discretionary$107.8M
Non-Disc.$4.2M
Employees5
Clients0
DateFeb 2025
Total AUM$112M
Discretionary$107.8M
Non-Disc.$4.2M
Employees5
Clients0
DateJul 2024
Total AUM$101.8M
Discretionary$98.4M
Non-Disc.$3.5M
Employees5
Clients0