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Building 2STRATEGIC FINANCIAL SERVICES

Map pinUTICA, NY
Phone(315)724-1776
NotebookSEC #801-33774
Total AUM
$2.8B
Employees
39
Clients
1,336

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
114 BUSINESS PARK DRIVE
UTICA
NY 13502
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
(315)724-1776
Other Offices
5

ReceiptFinancials

Total AUM
$2.8B
Accounts
3,589
Discretionary
$2.7B
Accounts
3,576
Non-Discretionary
$148.3M
Accounts
13

ContactClients

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Individual Clients
715
AUM
$226.8M
HNW Individual Clients
501
AUM
$1.7B
Pension/Profit Sharing Plan Clients
80
AUM
$559.3M
Charitable Organization Clients
7
AUM
$56.2M
Corporation or Business Clients
33
AUM
$215.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILLAMAMDNCNHNJNYOHPARISCTXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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