Adviser Profile
| As of Date | 08/02/2025 |
| Registration status | Registration Changed to STRATEGIC FORESIGHT INVESTMENTS LLC |
| ADV Location | WILMINGTON, DE, United States |
| Contact Info | 302 xxxxxxx |
| Websites |
| AUM* | 104,531,113 8% |
| of that, discretionary | 104,531,113 8% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 380,113 3% |
| % High Net Worth | 35.29% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Market timing services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds