KP
CFA
KP
CFA

Kevin Power

1 Year of Experience
Seattle, WA

Kevin Power is a CFA-designated registered investment advisor at Strategic Income Management, LLC, based in Seattle, WA, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$15M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Suite 713, 1200 Westlake Ave N, Seattle, WA, 98109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Income Management, LLC
December 2024 - Present · 1 yr 5 mos
State Registrations3 states
CTPAWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.