STRATEGIC INCOME GROUP LLC
CRD #165839 SEC #801-108752 CHANDLER, AZ 480-466-7070
SEC Registered Private Funds
Total AUM
$354.9M
Discretionary
$340.1M
Employees
9
Clients
101
Accounts
1,165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $354.9M | $340.1M | $14.8M | 9 | 0 |
| Mar 2025 | $354.9M | $340.1M | $14.8M | 9 | 0 |
| Dec 2024 | $316.2M | $303.1M | $13.1M | 6 | 0 |
| Aug 2024 | $316.2M | $303.1M | $13.1M | 6 | 0 |
| May 2024 | $316.2M | $303.1M | $13.1M | 6 | 0 |
| Mar 2024 | $316.2M | $303.1M | $13.1M | 6 | 0 |
| Feb 2024 | $280.9M | $270.3M | $10.6M | 6 | 0 |
| Sep 2023 | $280.9M | $270.3M | $10.6M | 6 | 0 |
| Apr 2023 | $280.9M | $270.3M | $10.6M | 6 | 0 |
| Apr 2023 | $280.9M | $270.3M | $10.6M | 6 | 0 |
| Apr 2023 | $280.9M | $270.3M | $10.6M | 6 | 0 |
| Mar 2023 | $280.9M | $270.3M | $10.6M | 6 | 0 |
| Aug 2022 | $280.5M | $267.7M | $12.8M | 5 | 0 |
| Mar 2022 | $280.5M | $267.7M | $12.8M | 5 | 0 |
| Aug 2021 | $204.7M | $204.7M | $0 | 5 | 0 |
| Aug 2021 | $204.7M | $204.7M | $0 | 5 | 0 |
| Mar 2021 | $204.7M | $204.7M | $0 | 5 | 0 |
| Sep 2020 | $159.4M | $159.4M | $0 | 7 | 0 |
| Jun 2020 | $159.4M | $159.4M | $0 | 7 | 0 |
| May 2020 | $159.4M | $159.4M | $0 | 7 | 0 |
| Apr 2020 | $159.4M | $159.4M | $0 | 7 | 0 |
| Mar 2020 | $124.8M | $124.8M | $0 | 7 | 0 |
| Mar 2019 | $138.8M | $138.8M | $0 | 5 | 0 |
| Mar 2019 | $138.8M | $138.8M | $0 | 5 | 0 |
| Sep 2018 | $119.9M | $119.9M | $0 | 5 | 0 |
| Mar 2018 | $119.9M | $119.9M | $0 | 5 | 0 |
| Sep 2017 | $103M | $103M | $0 | 8 | 500 |
| Mar 2017 | $103M | $103M | $0 | 8 | 500 |
| Mar 2017 | $103M | $103M | $0 | 8 | 500 |
| Feb 2017 | $103M | $103M | $0 | 8 | 500 |
| Dec 2016 | $103M | $99M | $4M | 5 | 500 |
| Dec 2016 | $103M | $99M | $4M | 5 | 500 |
| Dec 2016 | $103M | $99M | $4M | 5 | 500 |
| Dec 2016 | $103M | $99M | $4M | 5 | 500 |
| Dec 2016 | $103M | $99M | $4M | 5 | 500 |
| Nov 2016 | $103M | $99M | $4M | 5 | 500 |
| Oct 2013 | $25M | $25M | $0 | 3 | 105 |
| Sep 2013 | $25M | $25M | $0 | 3 | 105 |
| Sep 2013 | $25M | $25M | $0 | 3 | 105 |
| Aug 2013 | $25M | $25M | $0 | 3 | 0 |
| Jul 2013 | $25M | $25M | $0 | 3 | 0 |
| Apr 2013 | $0 | $0 | $0 | 3 | 0 |
| Mar 2013 | $0 | $0 | $0 | 3 | 0 |
| Feb 2013 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$354.9M
Discretionary$340.1M
Non-Disc.$14.8M
Employees9
Clients0
DateMar 2025
Total AUM$354.9M
Discretionary$340.1M
Non-Disc.$14.8M
Employees9
Clients0
DateDec 2024
Total AUM$316.2M
Discretionary$303.1M
Non-Disc.$13.1M
Employees6
Clients0
DateAug 2024
Total AUM$316.2M
Discretionary$303.1M
Non-Disc.$13.1M
Employees6
Clients0
DateMay 2024
Total AUM$316.2M
Discretionary$303.1M
Non-Disc.$13.1M
Employees6
Clients0
DateMar 2024
Total AUM$316.2M
Discretionary$303.1M
Non-Disc.$13.1M
Employees6
Clients0
DateFeb 2024
Total AUM$280.9M
Discretionary$270.3M
Non-Disc.$10.6M
Employees6
Clients0
DateSep 2023
Total AUM$280.9M
Discretionary$270.3M
Non-Disc.$10.6M
Employees6
Clients0
DateApr 2023
Total AUM$280.9M
Discretionary$270.3M
Non-Disc.$10.6M
Employees6
Clients0
DateApr 2023
Total AUM$280.9M
Discretionary$270.3M
Non-Disc.$10.6M
Employees6
Clients0
DateApr 2023
Total AUM$280.9M
Discretionary$270.3M
Non-Disc.$10.6M
Employees6
Clients0
DateMar 2023
Total AUM$280.9M
Discretionary$270.3M
Non-Disc.$10.6M
Employees6
Clients0
DateAug 2022
Total AUM$280.5M
Discretionary$267.7M
Non-Disc.$12.8M
Employees5
Clients0
DateMar 2022
Total AUM$280.5M
Discretionary$267.7M
Non-Disc.$12.8M
Employees5
Clients0
DateAug 2021
Total AUM$204.7M
Discretionary$204.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$204.7M
Discretionary$204.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$204.7M
Discretionary$204.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees8
Clients500
DateMar 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees8
Clients500
DateMar 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees8
Clients500
DateFeb 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees8
Clients500
DateDec 2016
Total AUM$103M
Discretionary$99M
Non-Disc.$4M
Employees5
Clients500
DateDec 2016
Total AUM$103M
Discretionary$99M
Non-Disc.$4M
Employees5
Clients500
DateDec 2016
Total AUM$103M
Discretionary$99M
Non-Disc.$4M
Employees5
Clients500
DateDec 2016
Total AUM$103M
Discretionary$99M
Non-Disc.$4M
Employees5
Clients500
DateDec 2016
Total AUM$103M
Discretionary$99M
Non-Disc.$4M
Employees5
Clients500
DateNov 2016
Total AUM$103M
Discretionary$99M
Non-Disc.$4M
Employees5
Clients500
DateOct 2013
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients105
DateSep 2013
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients105
DateSep 2013
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients105
DateAug 2013
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0