Investment adviser · CRD 282973
FIGURE 8 INVESTMENT STRATEGIES LLC
Investment adviser filing (IA)
BOISE, ID, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $233M Form ADV · Item 5.F
- Client accounts
- 391 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 71 | $159,235,664 | 68.2% |
| Individuals | 92 | $58,184,333 | 24.9% |
| Charities | 12 | $15,222,771 | 6.5% |
| Corporations & businesses | Fewer than 5 | $751,296 | 0.3% |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2038295 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1410 W WASHINGTON STBOISE, ID, 83702, United States
CRD 282973
Filing source
Form ADV 2038295 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.