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STRATEGIC FINANCIAL PARTNERS, LTD
CRD 148858 · SEC 801-77447
CA, United States
Phone
503-467-7832
Fax
503-242-9164
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$321.1M
Discretionary AUM
$321.1M
Team
7 total employees; 6 advisory reps; 19 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISER REFERRAL FEES
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 254 | $69.6M |
| High net worth individuals | 86 | $250.7M |
| Pension/profit sharing plans | 19 | $0 |
| Charitable organizations | 1 | $752K |
States served
CA, NE, NM, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD