Strategic Advisors, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 126045
- Fee structure
- Other
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Advisors, Inc. operates as a corporation focused on providing financial planning services and educational seminars. The firm emphasizes a personalized approach to financial management, catering to the unique needs of its clients. While it does not identify as a capital allocator or an active ESG investor, it engages in various advisory activities that aim to enhance clients' financial literacy and investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Michael Stern
Financial AdvisorCRD 2037836
Hovey Garvin
PresidentCRD 2541360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 10 Finch Forest Trl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Carlyle Wealth Planning
RIAAtlanta, GA
Greybull Partners LLC
RIAAtlanta, GA
Eads & Heald Wealth Management
RIAAtlanta, GA
Tax & Financial Management
RIAAtlanta, GA
Oppenheimerfunds Inc
RIAAtlanta, GA
Advocacy Wealth Management, LLC
RIAAtlanta, GA