CERTIFIED FINANCIAL STRATEGIES CORPORATION
SEC Form ADV profile.
Total regulatory AUM
$144,386,627
Discretionary
$114,542,999
Non-discretionary
$29,843,628
Firm details
- CRD number
- 114361
- SEC file number
- 801-132742
- Main office
- DALLAS, TX, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.CFSCORP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.