Strategic Financial Services Inc

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CAFR Data
Strategic Financial Services Inc
CRD #109677
SEC #801-33774
CIK #1432539
AUM $1.4 BB (92% Disc, 100% US, 2020-03-31)
Employees32 (53% Investors, 0% Brokers)
Phone315-724-1776
Address114 Business Park Drive
Utica, NY 13502
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($MM)
1360108881654427201999200620132021
Sector Issuer Cap ($MM) Value ($MM)
INTF 56.9
IWF 34.1
VIG 33.2
VCSH 31.7
GVI 27.7
SMLF 27.7
EMGF 21.3
GLD 17.8
FLRN 15.3
IEFA 15.3
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
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