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STRATEGIC FINANCIAL INC.
CRD 147215
530 OAK RIDGE WAY E., SUITE 104, WEST FARGO, ND, 58078, United States
Phone
701-356-5239
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.5M
Discretionary AUM
$40.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 269 | $25.5M |
| High net worth individuals | 20 | $15.0M |
Official SEC filing: View on IAPD