STRATEGIC FINANCE & MANAGEMENT, LLC

STRATEGIC FINANCE & MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 171894). Regulatory assets under management: $7.0M.

Registration

• CRD: 171894
• Type: Registered investment adviser
• Phone: 612.708.9330
• Latest filing: 2026-01-07
• Regulatory AUM: $7.0M
• Discretionary AUM: $4.0M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 20

Business model

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

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171894 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search