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Building 2STRATEGIC FINANCIAL MANAGEMENT, INC.

Map pinMEDFORD, OR
Phone541-773-7774
NotebookSEC #801-69609
Total AUM
$40M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
835 ALDER CREEK DR. SUITE A
MEDFORD
OR 97504
United States
Operating Hours
7:30AM-3PM
Monday - Friday
Phone
541-773-7774

ReceiptFinancials

Total AUM
$40M
Accounts
260
Discretionary
$38M
Accounts
250
Non-Discretionary
$2M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED

Shield checkCompliance

Disclosures

None reported

State Registrations
CARIWA

HandshakeAffiliates

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

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