Strategic Investing Group, Inc. (Stuart)

Strategic Investing Group, Inc. is a large advisory firm based in Stuart. It manages $39 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2002.

Strategic Investing Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Investing Group: assets under management

The assets under management (AUM) of Strategic Investing Group, Inc. is $39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Investing Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Strategic Investing Group, Inc.

Gerald Mehlich has been acting as President since 1 Sep 1995. Stephen Mark Roegiers joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Mark Roegiers	Director	1 Sep 1955	25% - 50%	4492295
Mikel Craig Spraker	Director	1 Sep 1955	Other	4492303
Gene Bradley Goldin	Director	1 Sep 1955	25% - 50%	4492305
Gerald Mehlich	President	1 Sep 1995	25% - 50%	2681440
Stephen Mark Roegiers	Director	1 Sep 1995	25% - 50%	4492295
Mikel Craig Spraker	Director	1 Sep 1995	Other	4492303
Gene Bradley Goldin	Director	1 Sep 1995	25% - 50%	4492305
Gerald Edward Mehlich	President/director	1 Sep 1995	25% - 50%	2681440

Based in Stuart

The principal office where Strategic Investing Group, Inc. performs its advisory services is located at 701 Colorado Ave., Stuart, FL 34994, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.