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Expatriate Financial Strategies LLC

CRD 334264SEC# 801-131952
Export (members)
No longer SEC-registered. Expatriate Financial Strategies LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
3
Accounts
Location

Expatriate Financial Strategies LLC assets under management

Expatriate Financial Strategies LLC is an SEC-registered investment adviser. It employs 3 people.

Expatriate Financial Strategies LLC owners & executives

2 reported
NameTitleOwnershipSince
Lance Warren Roberts ControlManaging Partner And Chief Compliance Officer50-75%2024
Linda McCabe Roberts ControlPartner50-75%2024

Frequently asked questions

How many employees does Expatriate Financial Strategies LLC have?

Expatriate Financial Strategies LLC reports 3 employees.

Does Expatriate Financial Strategies LLC disclose fund performance?

Expatriate Financial Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8:00 a.m. - 6:00 p.m.
Discloses disciplinary historyNo