Strategic Income Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chandler, AZ. Its latest Form ADV filing, dated March 16, 2026, reports $362M in regulatory assets under management, 5 employees, 1 office, and 1,211 accounts.
Assets Under Management
$362M
Employees
5
Offices
1 office
Total Clients
368
Primary office
CHANDLER, AZ
2330 W. RAY ROAD, SUITE 3, CHANDLER, AZ, United States
Top client segmentIndividuals represent 94.0% of total clients.
Top client categories% of clientsClients
1
Individuals
94.0%
346
2
HNWI
5.4%
20
3
Pooled Investment Vehicles
0.5%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$362Mas of March 16, 2026
Discretionary97.9%
$355M
98% of total RAUM97.9%
Non-discretionary2.1%
$8M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$362M
Total Accounts1,211
10Y AUM Change+$259M (+251.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee74:1
10Y Employee Change-3 (-37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.