Strategic Financial, LLC
Strategic Financial, LLC (CRD# 122437) is a financial advisory firm headquartered in South Windsor, CT. They manage $40,657,125 in 164 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management41MILLION
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$247,909
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Strategic Financial, LLC
1
Robert Ignagni (CRD# 3152957) is an Investment Advisor Representative working at Strategic Financial, LLC in South Windsor, CT and has over 25 years of experience in the finance industry.
2
Matthew Walston (CRD# 2982775) is an Investment Advisor Representative working at Strategic Financial, LLC in South Windsor, CT and has over 26 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.