Strategic Financial Group, Plc

Strategic Financial Group, Plc (CRD# 175153) is a financial advisory firm headquartered in , . They manage $18,105,455 in 171 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.azsfg.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $105,880
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
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 Rosebrough, financial advisor Gilbert AZ
James A. Rosebrough
CRD#: 4355308
Gilbert, AZ

James Rosebrough (CRD# 4355308) is an Investment Advisor Representative working at Strategic Financial Group, Plc in Gilbert, AZ and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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