Strategy Financial Group
Strategy Financial Group (CRD# 164531) is a financial advisory firm headquartered in Phoenix, AZ. They manage $181,497,992 in 1,149 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management181MILLION
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Total Number of Accounts1,149ACCOUNTS
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Average Account Value$157,962
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, FL, MI, NM, NV, TN, TX, WA, WI
Calvin Goetz (CRD# 5604158) is an Investment Advisor Representative working at Strategy Financial Group in Phoenix, AZ and has over 12 years of experience in the finance industry.
Clayton Netherlin (CRD# 4197754) is an Investment Advisor Representative working at Strategy Financial Group in Phoenix, AZ and has over 23 years of experience in the finance industry.
David Riley (CRD# 5541714) is an Investment Advisor Representative working at Strategy Financial Group in Phoenix, AZ and has over 15 years of experience in the finance industry.
Jeremy Kraut-Ordover (CRD# 7847806) is an Investment Advisor Representative working at Strategy Financial Group in Phoenix, AZ and has 1 year of experience in the finance industry.