← Back to search
STRATEGIC FINANCIAL MANAGEMENT, LLC
CRD 157376 · SEC 801-73040
MD, United States
Phone
732-385-9949
Fax
732-353-6952
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$166.8M
Discretionary AUM
$19.4M
Team
3 total employees; 2 advisory reps; 17 broker-dealer reps
Clients
—
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersSERVICES AS TRUSTEE
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $166.8M |
States served
MD, NJ, VA, FL
Official SEC filing: View on IAPD