# STRATEGY FINANCIAL SERVICES, LLC

STRATEGY FINANCIAL SERVICES, LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 164531
- Type: SEC-registered investment adviser
- SEC file number: 801-122298
- Location: 7010 E CHAUNCEY LANE, #130, PHOENIX, AZ, 85054
- Phone: 602-343-9301
- Latest filing: 2026-03-31
- Regulatory AUM: $366.7M
- Discretionary AUM: $366.7M
- Clients: 20
- Accounts: 3,820

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Calvin Peter Goetz | MANAGER, CHIEF COMPLIANCE OFFICER; MEMBER & MANAGER | — |
| GOETZ CALVIN PETER | MANAGER, CHIEF COMPLIANCE OFFICER; MEMBER & MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164531/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164531/similar
- Related entities: https://search.stillhousedata.com/firm/164531/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164531

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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.