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).

By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $157,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MI, NM, NV, TN, TX, WA, WI

Financial Advisors at Strategy Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Calvin P. Goetz
CRD#: 5604158
7010 E Chauncey Lane, #130, Phoenix, AZ 85054

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.

2
Clayton P. Netherlin
CRD#: 4197754
7010 E Chauncey Lane, #130, Phoenix, AZ 85054

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.

3
David M. Riley
CRD#: 5541714
3200 E Camelback Road, Suite 285, Phoenix, AZ 85018

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.

4
Jeremy S. Kraut-Ordover
CRD#: 7847806
7010 E Chauncey Lane, #130, Phoenix, AZ 85054

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.

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