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STRATEGY FINANCIAL GROUP
STRATEGY FINANCIAL SERVICES, LLC
CRD 164531 · SEC 801-122298
7010 E CHAUNCEY LANE, #130, PHOENIX, AZ, 85054, United States
Phone
602-343-9301
Fax
602-343-9488
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$366.7M
Discretionary AUM
$366.7M
Team
20 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 898 | $214.5M |
| High net worth individuals | 153 | $152.3M |
States served
AZ, CA, CO, KY, MI, NE, NV, NM, NC, TN, UT, WI, WA, TX, FL
All web addresses on file
- HTTP://WWW.CALVINGOETZ.COM
- HTTP://WWW.STRATEGYFINANCIALGROUP.COM/
- HTTP://WWW.STRATEGYFINANCIALSERVICES.COM
- HTTPS://WWW.FACEBOOK.COM/STRATEGYFINANCIALGROUP/
- https://www.youtube.com/@RetirementWealthAdvisors
- HTTPS://WWW.LINKEDIN.COM/COMPANY/1166401/
- https://x.com/StrategyFG
- https://www.instagram.com/strategyfinancialgroup
Official SEC filing: View on IAPD