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Strategic Financial Partners, Ltd

● SEC registered since 2012CRD 148858SEC# 801-77447
Export (members)
Reg. AUM
$268.8M
Employees
6
Accounts
900
Location
—

Strategic Financial Partners, Ltd assets under management

Strategic Financial Partners, Ltd operates as an SEC-registered investment adviser. The firm has been registered since 2012. It reports $268.8 million in regulatory assets under management and employs 6 people.
www.advisoryfirm.comView on SEC.gov ↗

Strategic Financial Partners, Ltd owners & executives

2 reported
NameTitleOwnershipSince
Grant Frederick Carroll ControlPresident/Chief Compliance Officer50-75%2008
Richard Lewis Williams ControlVice President50-75%2008

Frequently asked questions

How much does Strategic Financial Partners, Ltd manage?

Strategic Financial Partners, Ltd reports $268.8 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Financial Partners, Ltd have?

Strategic Financial Partners, Ltd reports 6 employees.

Does Strategic Financial Partners, Ltd disclose fund performance?

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

Contact & registration

Phone503-467-7832
Fax503-242-9164
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$268.8M
Non-discretionary$0
Total (RAUM)$268.8M