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STRATEGIC FINANCIAL CONCEPTS, LLC

Tel: 210-737-7800
901 Ne Loop 410
Suite 100
San Antonio, Texas  78209

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STRATEGIC FINANCIAL CONCEPTS, LLC

STRATEGIC FINANCIAL CONCEPTS, LLC is a San Antonio, Texas based financial advisory firm with nearly $987,555,105 in assets under management and provides investment advisory services for 4631 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 , Selection for other advisors , Education seminars/workshops , Other (GENERAL CONSULTING AND BUSINESS PLANNING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER FEE

Firm CRD#:

141849

SEC#:

801-67243

No. of Clients:

4631

Assets under Management

$987,555,105

No. of Advisors:

35

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