STRATEGIC INVESTMENT SOLUTIONS, INC.
  • STRATEGIC INVESTMENT SOLUTIONS, INC.

Adviser Profile

As of Date 02/16/2026
Registration SEC, Approved, 03/23/2007
ADV Location ORLAND PARK, IL, United States
Contact Info 708 xxxxxxx
Websites
AUM* 830,236,000 6%
of that, discretionary 830,236,000 6%
Number of Employees 14 -7%
of those in investment advisory functions 9 -25%
Private Fund GAV* 0
Avg Account Size 228,652 24%
% High Net Worth 5.71% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

910M 780M 650M 520M 390M 260M 130M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name MICHAEL COGLIANESE CPA, P.C. Filing Date12/20/2025 Form ADV-E View Report
Accounting Firm Name MICHAEL COGLIANESE CPA, PC Filing Date01/23/2025 Form ADV-E View Report
Accounting Firm Name ROBERT COOPER & COMPANY CPA PC Filing Date08/10/2023 Form ADV-E View Report

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