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Strategic Financial Services, Inc.

● SEC registered since 1989CRD 109677SEC# 801-33774Utica, NY
Export (members)
Reg. AUM
$2.28B
Employees
37
Accounts
3,368
Location
Utica, NY

Strategic Financial Services, Inc. assets under management

Strategic Financial Services, Inc. is an investment advisory firm registered with the SEC based in Utica, NY. The firm has been registered since 1989. It reports $2.3 billion in regulatory assets under management and employs 37 people.
www.linkedin.com/company/strategic-financial-servicesView on SEC.gov ↗

Strategic Financial Services, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Aaron R EvansSenior Advisor5-10%2018
Alan Remy Leist ControlCeo50-75%2019
Douglas Scott WaltersChief Investment Officer5-10%2014
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Frequently asked questions

How much does Strategic Financial Services, Inc. manage?

Strategic Financial Services, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.

How many employees does Strategic Financial Services, Inc. have?

Strategic Financial Services, Inc. reports 37 employees.

Where is Strategic Financial Services, Inc. located?

Strategic Financial Services, Inc. is based in Utica, NY and has been SEC-registered since 1989.

Does Strategic Financial Services, Inc. disclose fund performance?

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

Contact & registration

Address114 Business Park Drive, Utica, NY 13502
Phone(315)724-1776
Fax(315)735-7739
Office hours8:30 a.m. - 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1432539
Discloses disciplinary historyNo

Assets under management

Discretionary$2.17B
Non-discretionary$115.8M
Total (RAUM)$2.28B