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Strategic Investing Funds, LLC (Richardson)


Strategic Investing Funds, LLC is an adviser based in Richardson. It manages $1.06 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

Strategic Investing Funds provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Investing Funds: assets under management

The assets under management (AUM) of Strategic Investing Funds, LLC is $1.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.06 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strategic Investing Funds, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Henry Norbert Mulvihill Member 1 Jan 2009 Other 1685521
Mulvihill Childrens Trust Limited partner 1 Jan 2009 25% - 50% 03-6074346
Henry Norbert Mulvihill Limited partner, trustee of mulvihill childrens trust 1 Oct 2009 25% - 50% 1685521
Llc Gp Strategic Investing Mutual Fund General partner 1 Oct 2009 Other 26-4145997

Based in Richardson

The principal office where Strategic Investing Funds, LLC performs its advisory services is located at 2435 N. Central Expressway, Richardson, TX 75080, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 972-234-1575 or by fax 972-234-8850. The normal business hours are 8:30 am - 4:00 pm on Monday - Friday.


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