STRATEGY FINANCIAL SERVICES, LLC
Doing business as STRATEGY FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$366,734,230
Discretionary
$366,734,230
Non-discretionary
$0
Firm details
- CRD number
- 164531
- SEC file number
- 801-122298
- Main office
- PHOENIX, AZ, United States
- Employees
- 20
- SEC status
- Approved
- Website
- HTTP://WWW.CALVINGOETZ.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.