Strategy Financial Services

Strategy Financial Services (CRD# 164531) is a financial advisory firm headquartered in Phoenix, AZ. They manage $49,625,876 in 376 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $131,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Strategy Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
David M. Riley
CRD#: 5541714
3200 E Camelback Road, Suite 285, Phoenix, AZ 85018
93
Wealthminder
score

David Riley (CRD# 5541714) is an Investment Advisor Representative working at Strategy Financial Services in Phoenix, AZ and has over 8 years of experience in the finance industry.

2
Calvin P. Goetz
CRD#: 5604158
3200 E. Camelback Road, Suite 285, Phoenix, AZ 85018
90
Wealthminder
score

Calvin Goetz (CRD# 5604158) is an Investment Advisor Representative working at Strategy Financial Services in Phoenix, AZ and has over 5 years of experience in the finance industry.

3
Anthony E. Olson
CRD#: 5953822
3200 E. Camelback Road, Suite 285, Phoenix, AZ 85018
90
Wealthminder
score

Anthony Olson (CRD# 5953822) is an Investment Advisor Representative working at Strategy Financial Services in Phoenix, AZ and has over 5 years of experience in the finance industry.

4
Suzanne L. Graf
CRD#: 2341198
3200 E. Camelback Road, Suite 285, Phoenix, AZ 85018
81
Wealthminder
score

Suzanne Graf (CRD# 2341198) is an Investment Advisor Representative working at Strategy Financial Services in Phoenix, AZ and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.