Strategic Financial (CRD# 111475) is a financial advisory firm headquartered in Claremont, CA. They manage $12,500,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$568,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Albert Scudder (CRD# 1014103) is an Investment Advisor Representative working at Strategic Financial in Claremont, CA and has over 35 years of experience in the finance industry.
James Davidson (CRD# 1614560) is an Investment Advisor Representative working at Strategic Financial in Claremont, CA and has over 27 years of experience in the finance industry.