STRATEGIC PORTFOLIO ADVISORS, INC.

STRATEGIC PORTFOLIO ADVISORS, INC. of LONG BEACH, CA is an SEC-registered investment adviser (CRD 147194). Regulatory assets under management: $103.8M.

Registration

• CRD: 147194
• Type: Registered investment adviser
• Location: 194 MARINA DRIVE, LONG BEACH, CA, 90803
• Phone: (562) 430-4872
• Latest filing: 2026-04-08
• Regulatory AUM: $103.8M
• Discretionary AUM: $103.8M
• Clients: 1
• Accounts: 278

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147194 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search