| Name | Title | Ownership | Since |
|---|---|---|---|
| Calvin Peter Goetz Control | Manager, Chief Compliance Officer | Under 5% | 2012 |
| Cpg Group, LLC Control | Member | Over 75% | 2012 |
| Calvin Peter Goetz Control | Member & Manager | Over 75% | 2005 |
Strategy Financial Services, LLC reports $279.9 million in regulatory assets under management on its Form ADV.
Strategy Financial Services, LLC reports 14 employees.
Strategy Financial Services, LLC is based in Phoenix, AZ and has been SEC-registered since 2021.
Strategy Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7010 E Chauncey Lane, #130, Phoenix, AZ 85054 |
| Phone | 602-343-9301 |
| Fax | 602-343-9488 |
| Office hours | 5-Sep |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $279.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $279.9M |