Strategic Financial Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$167M

Discretionary

$19.4M

12% of AUM

Avg account

$13.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 157376
Registered since: January 24, 2012
Custodians: J.P. MORGAN SECURITIES INC., DEUTSCHE BANK SECURITIES INC.
Fee structure: Fixed Fees
Client types: HNWI100%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Financial Management, LLC is an independent, SEC-registered RIA that has operated since 2012 as a limited liability company owned by an individual. The firm serves high-net-worth individuals and families and bills on a fixed-fee basis. Its advisory mandate centers on portfolio management for individuals and small businesses and the selection of third-party advisers, positioning the firm as both discretionary manager in some relationships and as a capital allocator to external managers and funds for others. The firm does not describe itself as an active ESG investor and is not organized as a multi-state or related adviser.