STRATEGIC FINANCIAL GROUP, PLC

STRATEGIC FINANCIAL GROUP, PLC is an SEC-registered investment adviser (CRD 175153). Regulatory assets under management: $16.7M.

Registration

• CRD: 175153
• Type: Registered investment adviser
• Phone: 480-634-8788
• Latest filing: 2026-06-23
• Regulatory AUM: $16.7M
• Discretionary AUM: $16.7M
• Clients: 1
• Accounts: 129

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175153 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search