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STRATEGIC FINANCIAL, LLC
CRD 122437
1695 ELLINGTON ROAD, SUITE 202, SOUTH WINDSOR, CT, 06074, United States
Phone
860-644-8666
Fax
860-644-3436
Registration
— (—)
Source
State registered
Total AUM
$64.7M
Discretionary AUM
$64.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $18.6M |
| High net worth individuals | 38 | $39.0M |
All web addresses on file
Official SEC filing: View on IAPD