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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Strategic Financial Group LLC
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| CRD # | 144287 |
| SEC # | 801-68171 |
| CIK # | 1665199 |
| AUM | $670.2 MM (89% Disc, 100% US) |
| Employees | 22 (86% Investors, 0% Brokers) |
| Phone | 219-736-8902 |
| Address | 101 East 90th Drive Merrillville, IN 46410 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VEU | 11.8 | ||
| SPAB | 11.7 | ||
| VIG | 11.5 | ||
| IJH | 10.0 | ||
| SPDW | 6.9 | ||
| HEDJ | 6.5 | ||
| UPS | 93,620.0 | 6.4 | |
| SPLG | 6.1 | ||
| LQD | 5.9 | ||
| CJNK | 5.9 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tufton Capital Management LLC
✚
|
MD | 0.7 |
|
WNY Asset Management LLC
✚
|
NY | 0.7 |
|
Capitol Securities Management Inc
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|
VA | 0.7 |
|
Greenrock Research Inc
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|
IL | 0.7 |
|
Westmoore Advisors LLC
✚
|
CA | 0.7 |
|
Householder Group Estate and Retirement Specialist LLC
✚
|
AZ | 0.7 |
|
Soundmark Wealth Management LLC
✚
|
WA | 0.7 |
|
Level Four Capital Management
✚
|
TX | 0.7 |
|
Bellecapital International AG
✚
|
0.7 | |
|
Retirement Investment Advisors Inc
✚
|
OK | 0.7 |