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THE ADVISORS GROUP
STRATEGY, INC.
CRD 290104 · SEC 801-130764
12002 TRAFALGAR AVENUE, SUITE 102, LUBBOCK, TX, 79424, United States
Phone
806-794-3848
Fax
806-794-3929
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.4M
Discretionary AUM
$142.4M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $56.7M |
| High net worth individuals | 35 | $84.4M |
| Charitable organizations | 1 | $739K |
| Corporations/business entities | 1 | $609K |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD