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Building 2STRATEGY FINANCIAL GROUP

Map pinPHOENIX, AZ
Phone602-343-9301
NotebookSEC #801-122298
Total AUM
$366.7M
Employees
20
Clients
1,051

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7010 E CHAUNCEY LANE
#130
PHOENIX
AZ 85054
United States
Operating Hours
9-5
Monday - Friday
Phone
602-343-9301
Other Offices
3

ReceiptFinancials

Total AUM
$366.7M
Accounts
3,820
Discretionary
$366.7M
Accounts
3,820
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
898
AUM
$214.5M
HNW Individual Clients
153
AUM
$152.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKYMINCNENMNVTNTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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