Strategic Financial

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).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $568,182
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Strategic Financial
Showing 1 - 2 of 2 top financial advisors.
1
Albert Scudder
CRD#: 1014103
Claremont, CA
93
Wealthminder
score

Albert Scudder (CRD# 1014103) is an Investment Advisor Representative working at Strategic Financial in Claremont, CA and has over 34 years of experience in the finance industry.

2
James J. Davidson
CRD#: 1614560
Claremont, CA
71
Wealthminder
score

James Davidson (CRD# 1614560) is an Investment Advisor Representative working at Strategic Financial in Claremont, CA and has over 25 years of experience in the finance industry.

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