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| Keyboard |
| Strategic Financial Partners Ltd
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|---|---|
| CRD # | 148858 |
| SEC # | 801-77447 |
| CIK # | 0002027921 |
| AUM | 321.1 M (2026-03-13) |
| Employees | 7 (86% Investors, 71% Brokers) |
| Phone | 503-467-7832 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 69.6 |
| (b) Individuals (high net worth individuals) | 86 | 250.7 |
| (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 | 19 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (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 | 902 | 321.1 |
| By Discretionary | ||
| Discretionary | 902 | 321.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 902 | 321.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.1 | |
| Total | 902 | 321.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002027921] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 19 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shum Financial Group Inc
✚
|
CA | 322.0 M |
|
BB Graham & Company Inc
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|
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|
HF Advisory Group LLC
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MD | 321.5 M |
|
Asset Preservation Group Inc
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|
Advisors Financial Inc
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|
Toomey Investment Management Inc
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CT | 321.0 M |
|
Meadowbrook Advisors Group LLC
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|
321.0 M | |
|
HW Capital LLC
✚
|
CA | 321.0 M |
|
Sentinel Advisory Group LLC
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|
WI | 320.8 M |
|
Elevate Wealth Management LLC
✚
|
WY | 320.3 M |