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Building 2STRATEGIS FINANCIAL GROUP, INC

Map pinPROVO, UT
Phone801-373-1100
NotebookSEC #801-36025
Total AUM
$32.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2230 N UNIVERSITY PKWY., STE 9C
PROVO
UT 84604
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
801-373-1100

ReceiptFinancials

Total AUM
$32.4M
Accounts
395
Discretionary
$18.5M
Accounts
265
Non-Discretionary
$13.9M
Accounts
130

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingOther ServicesPension Consulting
Other Services
MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLAUT

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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