Active
STRATEGIC FINANCIAL MANAGEMENT, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$151.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 9.1M |
| Non-Discretionary | 142.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 157376 |
| SEC Number | 801-73040 |
| Phone | 301-922-4087 |
| Fax | 732-353-6952 |
| Total Employees | 4 |
Client Count by Type (11 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 11 |
County data not available for this organization.