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Strategic Financial Management, LLC

● SEC registered since 2012CRD 157376SEC# 801-73040
Export (members)
Reg. AUM
$151.1M
Employees
4
Accounts
10
Location

Strategic Financial Management, LLC assets under management

Strategic Financial Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $151.1 million in regulatory assets under management and employs 4 people.

Strategic Financial Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Domenick Anthony Salvemini ControlManaging Member; Chief Compliance OfficerOver 75%2004
Michael Joseph HaleyMember5-10%2023

Frequently asked questions

How much does Strategic Financial Management, LLC manage?

Strategic Financial Management, LLC reports $151.1 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Financial Management, LLC have?

Strategic Financial Management, LLC reports 4 employees.

Does Strategic Financial Management, LLC disclose fund performance?

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

Contact & registration

Phone732-385-9949
Fax732-353-6952
Office hours8:30 a.m. - 5:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$9.1M
Non-discretionary$142M
Total (RAUM)$151.1M