STRATEGIC FINANCIAL CONCEPTS, LLC

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

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 26 offices throughout the country.

STRATEGIC FINANCIAL CONCEPTS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $987,555,105 assets under management, offering retirement planning & investment advisory services to 4631 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141849
SEC#	801-67243
Assets Managed by Firm	$987,555,105
No. of Clients	4631
No. of Advisors	35

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETAINER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (GENERAL CONSULTING AND BUSINESS PLANNING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4631	$987,555,105
Individuals (other than high net worth individuals)	4335	$532,504,683
High net worth individuals	185	$338,769,525
Pension and profit sharing plans	28	$15,370,785
Charitable organizations	14	$4,586,770
Corporations or other businesses	37	$39,887,747

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