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STRATEGIC FINANCIAL SERVICES

Tel: (315)724-1776
114 Business Park Drive
Utica, New York  13502

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STRATEGIC FINANCIAL SERVICES

STRATEGIC FINANCIAL SERVICES is a Utica, New York based financial advisory firm with nearly $1,964,371,550 in assets under management and provides investment advisory services for 3133 clients. There are currently 35 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

109677

SEC#:

801-33774

No. of Clients:

3133

Assets under Management

$1,964,371,550

No. of Advisors:

35

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