Strategic Financial Services Inc

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Assets, Funds, Holdings

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Strategic Financial Services Inc
CRD #109677
SEC #801-33774
CIK #0001432539
AUM$1.2 BB
Employees28
Phone315-724-1776
Address114 Business Park Drive
Utica, NY 13502
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IEFA 71.7
IEMG 40.8
IWM 36.7
IWF 30.3
VIG 30.1
VCSH 28.7
GVI 26.9
GLD 17.8
AAPL 843,560.0 10.2
JPM 341,670.0 8.6
View All
Holdings by Sector ($BB)