Strategic Financial Management, Inc.

Strategic Financial Management, Inc. (CRD# 148076) is a financial advisory firm headquartered in Grants Pass, OR. They manage $16,810,000 in 250 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $67,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA, OR, TX

Financial Advisors at Strategic Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Chad A. Swanson
CRD#: 3180139
1661 Ne 7th St., Grants Pass, OR 97526
93
Wealthminder
score

Chad Swanson (CRD# 3180139) is an Investment Advisor Representative working at Strategic Financial Management, Inc. in Grants Pass, OR and has over 17 years of experience in the finance industry.

2
Russell E. Dale
CRD#: 1146146
235 So Oakdale, Medford, OR 97501
81
Wealthminder
score

Russell Dale (CRD# 1146146) is an Investment Advisor Representative working at Strategic Financial Management, Inc. in Medford, OR and has over 32 years of experience in the finance industry.

3
William J. Reishman
CRD#: 873993
1661 Ne 7th St., Grants Pass, OR 97526
73
Wealthminder
score

William Reishman (CRD# 873993) is an Investment Advisor Representative working at Strategic Financial Management, Inc. in Grants Pass, OR and has over 36 years of experience in the finance industry.

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