901 Ne Loop 410
Suite 100
San Antonio, Texas 78209
Tel: 210-737-7800
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 141849 |
SEC# | 801-67243 |
Assets Managed by Firm | $811,032,601 |
No. of Clients | 4470 |
No. of Advisors | 35 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4470 | $811,032,601 |
Individuals (other than high net worth individuals) | 4210 | $438,408,209 |
High net worth individuals | 187 | $290,575,609 |
Pension and profit sharing plans | 4 | $10,724,296 |
Charitable organizations | 6 | $5,593,527 |
Corporations or other businesses | 12 | $23,427,105 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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