| Name | Title | Ownership | Since |
|---|---|---|---|
| Leslie Kristen Wagner Control | Owner And Chief Operating Officer | 5-10% | 2014 |
| Reagan Lee Wagner Control | Managing Member And Chief Compliance Officer | Over 75% | 2007 |
Strategic Financial Concepts, LLC reports $1 billion in regulatory assets under management on its Form ADV.
Strategic Financial Concepts, LLC reports 41 employees.
Strategic Financial Concepts, LLC is based in San Antonio, TX and has been SEC-registered since 2006.
Strategic Financial Concepts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 901 NE Loop 410, Suite 100, San Antonio, TX 78209 |
| Phone | 210-737-7800 |
| Fax | 210-737-7801 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.01B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.01B |