Strategic Financial Services Inc


Assets, Funds, Holdings

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Strategic Financial Services Inc
CRD #109677
SEC #801-33774
CIK #1432539
AUM $1.4 BB (92% Disc, 100% US, 2020-03-31)
Employees32 (53% Investors, 0% Brokers)
Address114 Business Park Drive
Utica, NY 13502
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($MM)
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 ($)
Comparable Firms State AUM ($BB)
Summit Financial Strategies Inc
OH 1.4
Price Wealth LLC
TX 1.4
Pinnacle Wealth Planning Services Inc
OH 1.4
Duncan Hurst Capital Management Inc
CA 1.4
Claret Asset Management Corp
ACG Wealth Inc
GA 1.4
Heritage Investment Group Inc
FL 1.4
DT Investment Partners LLC
PA 1.4
Artemis Wealth Advisors LLC
NY 1.4
Highline Wealth Management LLC
MD 1.4
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