Strategic Fixed Income LLC is a large advisory firm based in Arlington. It manages $2.41 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.
Strategic Fixed Income provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategic Fixed Income LLC is $2.41 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Strategic Fixed Income LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kenneth Abraham Windheim has been acting as President since 1 Jun 1991. Patricia Maria Arcoleo joined the executive team most recently as the Chief Compliance Officer.
The principal office where Strategic Fixed Income LLC performs its advisory services is located at 1001 19 Th Street North, Arlington, VA 22209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-812-8300 or by fax 703-812-8080. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.strategicllc.com.