STRATEGIC FINANCIAL PARTNERS, LTD of PORTLAND, OR is an SEC-registered investment adviser (CRD 148858). Regulatory assets under management: $321.1M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Grant Frederick Carroll | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Richard Lewis Williams | VICE PRESIDENT | — |
| CARROLL GRANT FREDERICK | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS RICHARD LEWIS | VICE PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |