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STRATEGIC FINANCE INC.
CRD 328828
9123 SE ST. HELENS STREET, SUITE #165, CLACKAMAS, OR, 97015, United States
Phone
503-451-0227
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.7M
Discretionary AUM
$3.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD