Strategic Portfolio Advisors, Inc.
Strategic Portfolio Advisors, Inc. (CRD# 147194) is a financial advisory firm headquartered in Long Beach, CA. They manage $73,001,555 in 258 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Strategic Portfolio Advisors, Inc.
By the Numbers
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Total Assets Under Management73MILLION
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Total Number of Accounts258ACCOUNTS
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Average Account Value$282,952
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Strategic Portfolio Advisors, Inc.
1
Todd M. Jones is a Registered Investment Advisor (RIA) in Long Beach, CA. He is the President & Chief Investment Officer at Strategic Portfolio Advisors, located at Alamitos Bay Marina. With over 35 years in the financial/ investment industry, Todd is excited to have the honor of being the person assisting his clients achieve their financial goals.
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