|
⚲
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| Strategic Financial Partners Ltd
✚
|
|
|---|---|
| CRD # | 148858 |
| SEC # | 801-77447 |
| CIK # | |
| AUM | $224.4 MM (2023-02-02) |
| Employees | 6 (100% Investors, 83% Brokers) |
| Phone | 503-467-7832 |
| Address | 22079 Erickson Road Bend, OR 97701 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 65.8 |
| (b) Individuals (high net worth individuals) | 66 | 156.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,011 | 224.4 |
| By Discretionary | ||
| Discretionary | 1,011 | 224.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,011 | 224.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.4 | |
| Total | 1,011 | 224.4 |
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|---|---|---|
|
Your Private Client Group Inc
✚
|
CA | 0.2 |
|
3J Capital Partners Ltd
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|
0.2 | |
|
Hassell Wealth Management LLC
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LA | 0.2 |
|
Banker Investment Group Inc
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IN | 0.2 |
|
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|
M Group Investment Advisor LLC
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|
Core Wealth Partners LLC
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|
CA | 0.2 |
|
Horizon Investment Services LLC
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IN | 0.2 |
|
Keystone Asset Management Inc
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|
VA | 0.2 |
|
Seaside Wealth Management Inc
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|
CA | 0.2 |