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Strategic Financial Management, LLC
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Overview Share
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, nan
$154.5 million AUM
1 office

Strategic Financial Management, LLC is based in , nan and has $154.5 million in assets under management.

Location

, nan
Contact
$154.5 million
AUM
3
Employees
AUM Share
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$154,534,985
Assets under management
8 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 22 $154,534,985 100% $7,024,318
Employees Share
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3
Employees
2
Investment analysts
67% of total employees
AUM per employee Share
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$154,534,985
Assets under management
$51,511,662
AUM per employee
$77,267,492
AUM per investment analyst
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Compensation

Strategic Financial Management, LLC makes money through the following ways:

  • Fixed fees
Services offered

Strategic Financial Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Services as trustee
Firm data Share
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CRD number 157,376
SEC number 801-73040
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date March 30, 2020

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