# FINANCIAL STRATEGIES

FINANCIAL STRATEGIES is an SEC-registered investment adviser.

## Registration

- CRD: 111341
- Type: SEC-registered investment adviser
- Phone: 916-960-6220
- Latest filing: 2026-01-17
- Regulatory AUM: $8.0M
- Discretionary AUM: $8.0M
- Clients: 1
- Accounts: 19

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111341/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111341/similar
- Related entities: https://search.stillhousedata.com/firm/111341/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111341

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.