STRATEGY FINANCIAL SERVICES, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 164531). Regulatory assets under management: $366.7M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Calvin Peter Goetz | MANAGER, CHIEF COMPLIANCE OFFICER; MEMBER & MANAGER | — |
| GOETZ CALVIN PETER | MANAGER, CHIEF COMPLIANCE OFFICER; MEMBER & MANAGER | — |