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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AIKEY, ROBERT, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| AIKEY, ROBERT, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| AIKEY, ROBERT, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| AIKEY, ROBERT, ANDREW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (4)
AZ FL NC TX
Address
17304 PRESTON ROADSUITE 125
DALLAS, TX 75252
United States
Phone: (214) 446-4910