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STRATEGIC FINANCIAL
KEN GROSS FINANCIAL, INC.
CRD 127924 · SEC 801-62287
ONE BOARDWALK AVENUE, SUITE 103, THOUSAND OAKS, CA, 91360, United States
Phone
805-494-1825
Fax
805-494-4541
Registration
— (—)
Source
State registered
Total AUM
$73.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $7.0M |
| High net worth individuals | 25 | $64.9M |
All web addresses on file
Official SEC filing: View on IAPD