Overview
Assets Under Management: $471 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 228
Average Client Assets: $1 million
Frequently Asked Questions
THE STRATEGIC FINANCIAL ALLIANCE, INC. 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 #126514), THE STRATEGIC FINANCIAL ALLIANCE, INC. is subject to fiduciary duty under federal law.
THE STRATEGIC FINANCIAL ALLIANCE, INC. is headquartered in ATLANTA, GA.
THE STRATEGIC FINANCIAL ALLIANCE, INC. serves 228 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, THE STRATEGIC FINANCIAL ALLIANCE, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
THE STRATEGIC FINANCIAL ALLIANCE, INC. manages $471 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, THE STRATEGIC FINANCIAL ALLIANCE, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 228
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.89
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,394
Discretionary Accounts: 142
Non-Discretionary Accounts: 1,252
Regulatory Filings
CRD Number: 126514
Filing ID: 1963226
Last Filing Date: 2025-03-31 16:00:00
Website: https://thesfa.net