STRATEGIC FINANCE INC.

STRATEGIC FINANCE INC. of CLACKAMAS, OR is an SEC-registered investment adviser (CRD 328828). Regulatory assets under management: $3.7M.

Registration

• CRD: 328828
• Type: Registered investment adviser
• Location: 9123 SE ST. HELENS STREET, CLACKAMAS, OR, 97015
• Phone: 503-451-0227
• Latest filing: 2026-02-10
• Regulatory AUM: $3.7M
• Discretionary AUM: $3.7M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, 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 328828 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search