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).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Strategic Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth D. Gross
CRD#: 2394792
One Boardwalk Avenue, Suite 103, Thousand Oaks, CA 91360

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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