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Building 2STRATEGIC FINANCIAL MANAGEMENT, LLC

Map pin
Phone732-385-9949
NotebookSEC #801-73040
Total AUM
$166.8M
Employees
3
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
732-385-9949
Other Offices
1

ReceiptFinancials

Total AUM
$166.8M
Accounts
12
Discretionary
$19.4M
Accounts
10
Non-Discretionary
$147.3M
Accounts
2

ContactClients

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HNW Individual Clients
27
AUM
$166.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
SERVICES AS TRUSTEE
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNJVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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