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STRATEGIC FINANCIAL CONCEPTS, LLC

901 Ne Loop 410
Suite 100
San Antonio, Texas 78209
Tel: 210-737-7800

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About STRATEGIC FINANCIAL CONCEPTS, LLC

STRATEGIC FINANCIAL CONCEPTS, LLC, formally registered with the SEC as STRATEGIC FINANCIAL CONCEPTS, LLC. The firm was established in 10/24/2006. They have over 28 offices throughout the country.

STRATEGIC FINANCIAL CONCEPTS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $811,032,601 assets under management, offering retirement planning & investment advisory services to 4470 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#141849
SEC#801-67243
Assets Managed by Firm$811,032,601
No. of Clients4470
No. of Advisors35

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(RETAINER FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total4470$811,032,601
Individuals (other than high net worth individuals)4210$438,408,209
High net worth individuals187$290,575,609
Pension and profit sharing plans4$10,724,296
Charitable organizations6$5,593,527
Corporations or other businesses12$23,427,105

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