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).
Current Firm Details
Strategic Financial Management, Inc.
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts250ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX
Financial Advisors at Strategic Financial Management, Inc.
No Advisor Found.
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