Strategic Financial Management, LLC

Strategic Financial Management, LLC (CRD# 157376) is a financial advisory firm headquartered in , . They manage $162,146,574 in 11 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $14,740,598
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NJ, VA

Financial Advisors at Strategic Financial Management, LLC
No Advisor Found.
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