STRATEGIC FINANCIAL ALLIANCE, LLC

STRATEGIC FINANCIAL ALLIANCE, LLC is an SEC-registered investment adviser (CRD 129178). Regulatory assets under management: $39.7M.

Registration

• CRD: 129178
• Type: Registered investment adviser
• Phone: 339-502-6075
• Latest filing: 2026-03-21
• Regulatory AUM: $39.7M
• Discretionary AUM: $31.8M
• Non-discretionary AUM: $7.9M
• Clients: 1
• Accounts: 88

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129178 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search