STRATEGIC FINANCIAL INC.

STRATEGIC FINANCIAL INC. of WEST FARGO, ND is an SEC-registered investment adviser (CRD 147215). Regulatory assets under management: $40.5M.

Registration

• CRD: 147215
• Type: Registered investment adviser
• Location: 530 OAK RIDGE WAY E., WEST FARGO, ND, 58078
• Phone: 701-356-5239
• Latest filing: 2026-03-10
• Regulatory AUM: $40.5M
• Discretionary AUM: $40.5M
• Clients: 1
• Accounts: 397

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147215 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search