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