Strategy Financial Group

RIASEC Registered

Total AUM

$367M

Discretionary

$367M

100% of AUM

Avg account

$96K

Accounts

3,820

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 164531
Registered since: August 13, 2021
Website: strategyfinancialgroup.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals58.48%
HNWI41.52%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategy Financial Group is an independent RIA organized as an LLC that serves individual and family clients. The firm is SEC-registered (registered in 2021) and positions itself as a capital allocator, combining financial planning and portfolio management with selection of outside managers. Its advisory services also include publication of newsletters or periodicals and educational seminars or workshops. Fee arrangements are a mix of percentage-of-AUM billing and hourly charges. The firm does not identify as an active ESG investor.