STRATEGIC FINANCIAL GROUP, L.L.C.

STRATEGIC FINANCIAL GROUP, L.L.C. of GRAND HAVEN, MI is an SEC-registered investment adviser (CRD 316512). Regulatory assets under management: $105.7M.

Registration

• CRD: 316512
• Type: Registered investment adviser
• Location: 16964 ROBBINS ROAD, GRAND HAVEN, MI, 49417
• Phone: 616-935-7400
• Latest filing: 2026-03-11
• Regulatory AUM: $105.7M
• Discretionary AUM: $103.1M
• Non-discretionary AUM: $2.6M
• Clients: 4
• Accounts: 384

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316512 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search