Strategic Financial Group, Plc

Strategic Financial Group, Plc (CRD# 175153) is a financial advisory firm headquartered in Gilbert, AZ. They manage $8,945,242 in 109 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $82,066
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Strategic Financial Group, Plc
Showing 1 - 1 of 1 top financial advisors.
1
James A. Rosebrough
CRD#: 4355308
633 E Ray Road, Suite 131, Gilbert, AZ 85296
48
Wealthminder
score

James Rosebrough (CRD# 4355308) is an Investment Advisor Representative working at Strategic Financial Group, Plc in Gilbert, AZ and has over 15 years of experience in the finance industry.

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