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THE STRATEGIC FINANCIAL ALLIANCE, INC.

Doing business as THE STRATEGIC FINANCIAL ALLIANCE. SEC Form ADV profile.

Total regulatory AUM
$382,034,020
Discretionary
$26,952,731
Non-discretionary
$355,081,289

Firm details

CRD number
126514
SEC file number
801-62226
Main office
ATLANTA, GA, United States
Employees
56
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions

As of October 2026.