Active
STRATEGIC FINANCIAL PARTNERS, LTD
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$268.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 268.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 148858 |
| SEC Number | 801-77447 |
| Phone | 503-467-7832 |
| Fax | 503-242-9164 |
| Total Employees | 6 |
| Business Types | registered_representative, insurance_broker |
Client Count by Type (341 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 259 |
| High Net Worth Individual… | 82 |
County data not available for this organization.