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STRATEGY FINANCIAL GROUP
7010 E Chauncey Lane
#130
Phoenix, Arizona 85054
Tel: 602-343-9301
About STRATEGY FINANCIAL GROUP
STRATEGY FINANCIAL GROUP, formally registered with the SEC as STRATEGY FINANCIAL GROUP. The firm was established in 08/13/2021. They have over 4 offices throughout the country.
STRATEGY FINANCIAL GROUP is a Phoenix, Arizona based Financial Planning firm with nearly $181,497,992 assets under management, offering retirement planning & investment advisory services to 1149 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164531 |
| SEC# | 801-122298 |
| Assets Managed by Firm | $181,497,992 |
| No. of Clients | 1149 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1149 | $181,497,992 |
| Individuals (other than high net worth individuals) | 649 | $103,107,973 |
| High net worth individuals | 115 | $78,390,019 |
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