Strategic Financial Services

EST. AUM
$2,281,912,091

CONTACTS
3

CLIENT ACCOUNTS
3,368

Firm Details

Metro area Syracuse
CRD Number 109677
Website investstrategic.com
Client types

Overview

Strategic Financial Services is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Utica, New York, with additional offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, Florida. Founded in 1979, the firm manages over $2.3 billion in assets for more than 1,200 clients, including individuals, families, businesses, and nonprofit institutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Strategic Financial Services

Platform Details

Investment Preferences

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