|Strategic Investment Partners LLC is a RIA based in San Antonio, TX with $46M in AUM and with 5 advisors nationwide.|
|Paul Macnamara||Jan 2009|
|Timothy Joseph Mcintosh||Jan 2009|
|Terry Lee Langston||Aug 2012|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Paul Macnamara (50% to 75%)
- Timothy Joseph Mcintosh (25% to 50%)
- Kimberly Michelle Mcintosh (5% to 10%)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Timothy Joseph Mcintosh||CIO, CCO||09/01/1997|
|Kimberly Michelle Mcintosh||COO||12/01/2000|
|Ronald Stephen Oldenkamp||Independent Institutional Marketing||09/01/2010|
|Terry Lee Langston||Director of Marketing||04/01/2012|
No firm affiliates listed.
1100 NE Loop 410
San Antonio , TX 78209
Types of Compensation Arrangements
- Percentage of Assets
- Fixed Fees
- Other: CONTRACTED RATE OR MINIMUM QUARTERLY FEE