|
⚲
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| Strategic Financial Services Inc
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|
|---|---|
| CRD # | 109677 |
| SEC # | 801-33774 |
| CIK # | 0001432539 |
| AUM | $2.8 B (2026-03-26) |
| Employees | 39 (67% Investors, 0% Brokers) |
| Phone | 315-724-1776 |
| Address | 114 Business Park Drive Utica, NY 13502 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.1 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| McKesson Corp | 0.0 | ||
| Visa Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 715 | 0.2 |
| (b) Individuals (high net worth individuals) | 501 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 0.6 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,589 | 2.8 |
| By Discretionary | ||
| Discretionary | 3,576 | 2.7 |
| Non-Discretionary | 13 | 0.1 |
| Total | 3,589 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 3,589 | 2.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001432539] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Regal Investment Advisors LLC
✚
|
MI | 2.9 |
|
Capital Counsel LLC
✚
|
NY | 2.9 |
|
Cooper Financial Group
✚
|
CA | 2.9 |
|
Investment Consulting Group Inc
✚
|
IA | 2.8 |
|
TREK Financial LLC
✚
|
AZ | 2.8 |
|
Rothschild Investment LLC
✚
|
IL | 2.8 |
|
JB Capital LLC
✚
|
CT | 2.8 |
|
Equity Services Inc
✚
|
VT | 2.8 |
|
Arete Wealth Advisors LLC
✚
|
IL | 2.7 |
|
Bison Wealth LLC
✚
|
GA | 2.7 |