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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