Strategis Financial Group, Inc.

Strategis Financial Group, Inc. (CRD# 104861) is a financial advisory firm headquartered in Provo, UT. They manage $8,808,979 in 74 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $119,040
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, UT

Financial Advisors at Strategis Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott H. Garbutt
CRD#: 852029
2230 N University Pkwy, 9e, Provo, UT 84604

Scott Garbutt (CRD# 852029) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 40 years of experience in the finance industry.

2
Mark T. Sumsion
CRD#: 1812582
2230 N University Pkwy, 9e, Provo, UT 84604

Mark Sumsion (CRD# 1812582) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 35 years of experience in the finance industry.

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