Strategic Advisory Services

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

10333 Richmond Ave Ste 720, Houston, Tex...

Phone Number

(713) 977-3800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Strategic Advisory Services

Strategic Advisory Services, L.L.C. is a fiduciary wealth management firm that has been assisting individuals and families in achieving financial confidence since 1985. They offer personalized financial planning and investment management services, primarily targeting clients aged 51-70 who are preparing for or are already in retirement, as well as younger families. The firm specializes in creating tailored retirement strategies that align with clients' values and life goals, while also considering tax implications and risk management. Their approach combines disciplined investment strategies with a personal touch, ensuring clarity and peace of mind throughout every stage of life.Explore more
Strategic Advisory Services's Social MediaPopular SearchesStrategic Advisory Services LLCAdvisory Services CorpStrategic Advisory ServicesStrategic Advisory Service LPStrategic Bridge Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Strategic Advisory Services Org Chart

Kevin McAndrews, President & Chief Executive Officer at Strategic Advisory Services
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President & Chief Executive Officer

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JL
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Chief Operating Officer & Chief Financial Off...

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RG
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President & Managing Partner

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JM
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Advisory Servic...

<$5M
11-50
Private
-
1985
Kevin McAndrews, President & Chief Executive Officer at Strategic Advisory Services
Kevin McAndrewsPresident & CEO
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Strategic Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Strategic Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategic Advisory Services.

Strategic Advisory Services Tech Stack

A closer look at the technologies used by Strategic Advisory Services

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Frequently Asked Questions Regarding Strategic Advisory Services

What is Strategic Advisory Services's official website?
Strategic Advisory Services's official website is www.askstrategicadvisory.com
What is Strategic Advisory Services's Revenue?
Strategic Advisory Services's revenue is <$5 Million
What is Strategic Advisory Services's SIC code?
Strategic Advisory Services's SIC: 62,628
What is Strategic Advisory Services's NAICS code?
Strategic Advisory Services's NAICS: 52,523
How many employees does Strategic Advisory Services have?
Strategic Advisory Services has 11-50 employees
What industry does Strategic Advisory Services belong to?
Strategic Advisory Services is in the industry of: Finance, Securities Trading
What is Strategic Advisory Services competition?
Strategic Advisory Services top competitors include: Klauenberg Retirement Solutions, Forteris Wealth Management, Covenant Wealth Advisors, Asset & Income Management
What technology does Strategic Advisory Services use?
Some of the popular technologies that Strategic Advisory Services uses are: Drupal, Google Tag Manager, Sectigo, The USERTRUST Network
Who is the CFO of Strategic Advisory Services?
Strategic Advisory Services's CFO is Jared Lyons
How do I contact Strategic Advisory Services?
Strategic Advisory Services contact info: Phone number: (713) 977-3800 Website: www.askstrategicadvisory.com
What does Strategic Advisory Services do?

Strategic Advisory Services, L.L.C. is a fiduciary wealth management firm that has been assisting individuals and families in achieving financial confidence since 1985. They offer personalized financial planning and investment management services, primarily targeting clients aged 51-70 who are preparing for or are already in retirement, as well as... younger families. The firm specializes in creating tailored retirement strategies that align with clients' values and life goals, while also considering tax implications and risk management. Their approach combines disciplined investment strategies with a personal touch, ensuring clarity and peace of mind throughout every stage of life.Read More

What are Strategic Advisory Services social media links?
Strategic Advisory Services Linkedin page Strategic Advisory Services Twitter page Strategic Advisory Services Facebook page
Is Strategic Advisory Services a public company?
Strategic Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Strategic Advisory Services

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