Financial Strategies
Financial Strategies (CRD# 111341) is a financial advisory firm headquartered in Loomis, CA. They manage $6,600,661 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Strategies
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$440,044
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Financial Strategies
1
Fred Rudd (CRD# 1840250) is an Investment Advisor Representative working at Financial Strategies in Nevada City, CA and has 1 year of experience in the finance industry.
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