| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Elise Tatum Control | Cfo | Under 5% | 2024 |
| Arthur Bertram Goldsmith Control | Svp | Under 5% | 2003 |
| Clive Slovin Control | Director | Under 5% | 2003 |
The Strategic Financial Alliance, Inc. reports $470.9 million in regulatory assets under management on its Form ADV.
The Strategic Financial Alliance, Inc. reports 63 employees.
The Strategic Financial Alliance, Inc. is based in Atlanta, GA and has been SEC-registered since 2003.
The Strategic Financial Alliance, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2200 Century Parkway, Suite 500, Atlanta, GA 30345 |
| Phone | 678-954-4000 |
| Fax | 678-954-4001 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $28.5M |
| Non-discretionary | $442.5M |
| Total (RAUM) | $470.9M |