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Building 2STRATEGIC FINANCIAL

Map pinTHOUSAND OAKS, CA
Phone805-494-1825
NotebookSEC #801-62287
Total AUM
$41.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BOARDWALK AVENUE,
SUITE 103
THOUSAND OAKS
CA 91360
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
805-494-1825

ReceiptFinancials

Total AUM
$41.3M
Accounts
139
Discretionary
$0
Accounts
0
Non-Discretionary
$41.3M
Accounts
139

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INCOME TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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