STRATEGIC FINANCIAL SERVICES, INC.
Doing business as STRATEGIC FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$2,807,579,222
Discretionary
$2,659,231,336
Non-discretionary
$148,347,886
Firm details
- CRD number
- 109677
- SEC file number
- 801-33774
- Main office
- UTICA, NY, United States
- Employees
- 39
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.