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THE STRATEGIC FINANCIAL ALLIANCE

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD 126514 · SEC 801-62226

Visit website

2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA, 30345, United States

Phone

678-954-4000

Fax

678-954-4001

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$382.0M

Discretionary AUM

$27.0M

Team

56 total employees; 41 advisory reps; 30 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals1330$221.7M
High net worth individuals127$154.4M
Corporations/business entities6$5.9M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD