Strategic Financial
Strategic Financial (CRD# 127924) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $52,291,373 in 116 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management52MILLION
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Total Number of Accounts116ACCOUNTS
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Average Account Value$450,788
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Strategic Financial
1
Kenneth Gross (CRD# 2394792) is an Investment Advisor Representative working at Strategic Financial in Thousand Oaks, CA and has 1 year of experience in the finance industry.
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