Strategic Investment Solutions, Inc.
● SEC registered since 2007CRD 143128SEC# 801-67584Orland Park, IL
Reg. AUM
$830.2M
Employees
14
Accounts
3,631
Location
Orland Park, IL
Strategic Investment Solutions, Inc. assets under management
Strategic Investment Solutions, Inc. is an SEC-registered investment adviser based in Orland Park, IL. The firm has been registered since 2007. It reports $830.2 million in regulatory assets under management and employs 14 people.
Strategic Investment Solutions, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ayman Saidi Control | President | Over 75% | 2022 |
| Douglas James Stepansky Control | Cco | 10-25% | 2017 |
Frequently asked questions
How much does Strategic Investment Solutions, Inc. manage?
Strategic Investment Solutions, Inc. reports $830.2 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Investment Solutions, Inc. have?
Strategic Investment Solutions, Inc. reports 14 employees.
Where is Strategic Investment Solutions, Inc. located?
Strategic Investment Solutions, Inc. is based in Orland Park, IL and has been SEC-registered since 2007.
Does Strategic Investment Solutions, Inc. disclose fund performance?
Strategic Investment Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9501 W 144th Place, Orland Park, IL 60462-2562 |
| Phone | 708-645-8820 |
| Fax | 708-403-4228 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$830.2M▼ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$830.2Mregulatory AUM
Discretionary $830.2M