THE STRATEGIC FINANCIAL ALLIANCE

2200 Century Parkway
Suite 500
Atlanta, Georgia 30345
Tel: 678-954-4000

About THE STRATEGIC FINANCIAL ALLIANCE

THE STRATEGIC FINANCIAL ALLIANCE, formally registered with the SEC as THE STRATEGIC FINANCIAL ALLIANCE. The firm was established in 07/18/2003. They have over 39 offices throughout the country.

THE STRATEGIC FINANCIAL ALLIANCE is a Atlanta, Georgia based Financial Planning firm with nearly $334,013,066 assets under management, offering retirement planning & investment advisory services to 1360 clients. The firm is staffed with 74 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126514
SEC#	801-62226
Assets Managed by Firm	$334,013,066
No. of Clients	1360
No. of Advisors	74

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1360	$334,013,066
Individuals (other than high net worth individuals)	1153	$176,827,186
High net worth individuals	194	$153,648,761
Corporations or other businesses	13	$3,537,119

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