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STRATEGIC FINANCIAL CONCEPTS, LLC
SAN ANTONIO, TX
210-737-7800
SEC #801-67243Total AUM
$927.7M
Employees
41Clients
3,824Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
901 NE LOOP 410
SUITE 100
SAN ANTONIO
TX 78209
United States
SUITE 100
SAN ANTONIO
TX 78209
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
210-737-7800
Other Offices
23
Financials
Total AUM
$927.7M
Accounts
3,824Discretionary
$927.7M
Accounts
3,824Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,508AUM
$509.6M
HNW Individual Clients
190AUM
$246.2M
Pension/Profit Sharing Plan Clients
23AUM
$24.9M
Charitable Organization Clients
20AUM
$15.1M
Insurance Company Clients
10AUM
$7.9M
Corporation or Business Clients
37AUM
$62.1M
Other Clients
36AUM
$61.9M
Description of Other Clients
401KS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING AND BUSINESS PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER FEES
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOFLHIMDMIMNMOMSMTNCNMNVNYOHOKTXWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.