Strategic Financial Group LLC

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Assets, Funds, Holdings

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CAFR Data
Strategic Financial Group LLC
CRD #144287
SEC #801-68171
CIK #1665199
AUM $670.2 MM (89% Disc, 100% US)
Employees22 (86% Investors, 0% Brokers)
Phone219-736-8902
Address101 East 90th Drive
Merrillville, IN 46410
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
68054440827213602006201020152020
Sector Holding Cap ($MM) Value ($MM)
VEU11.8
SPAB11.7
VIG11.5
IJH10.0
SPDW6.9
HEDJ6.5
UPS93,620.06.4
SPLG6.1
LQD5.9
CJNK5.9
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182019
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