Overview
Assets Under Management: $232 million
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Frequently Asked Questions
STRATEGIC FINANCIAL PARTNERS, LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148858), STRATEGIC FINANCIAL PARTNERS, LTD is subject to fiduciary duty under federal law.
STRATEGIC FINANCIAL PARTNERS, LTD serves 82 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, STRATEGIC FINANCIAL PARTNERS, LTD offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STRATEGIC FINANCIAL PARTNERS, LTD manages $232 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, STRATEGIC FINANCIAL PARTNERS, LTD serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 871
Discretionary Accounts: 871
Regulatory Filings
CRD Number: 148858
Last Filing Date: 2024-03-20 00:00:00
Website: https://advisoryfirm.com