Overview
Assets Under Management: $166 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.75
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 534
Discretionary Accounts: 534
Regulatory Filings
CRD Number: 118450
Last Filing Date: 2024-08-21 00:00:00
Website: https://strategicfp.com