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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategy Financial Services LLC
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| CRD # | 164531 |
| SEC # | 801-122298 |
| CIK # | |
| AUM | $279.9 M (2025-07-18) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Phone | 602-343-9301 |
| Address | 7010 E Chauncey Lane Phoenix, AZ 85054 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 862 | 153.3 |
| (b) Individuals (high net worth individuals) | 130 | 126.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,692 | 279.9 |
| By Discretionary | ||
| Discretionary | 1,692 | 279.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,692 | 279.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.9 | |
| Total | 1,692 | 279.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Robasciotti & Associates Inc
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|
0.3 | |
|
Hutto Retirement Advisors LLC
✚
|
TX | 0.3 |
|
Turn8 Private Wealth Inc
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|
0.3 | |
|
FSC Wealth Advisors LLC
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|
NY | 0.3 |
|
Assetgrade LLC
✚
|
MA | 0.3 |
|
Investments & Financial Planning LLC
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|
KY | 0.3 |
|
Horter Investment Management LLC
✚
|
OH | 0.3 |
|
Householder Group Estate and Retirement Specialist LLC
✚
|
AZ | 0.3 |
|
VPWM Advisors LLC
✚
|
MN | 0.3 |
|
Private Portfolios Inc
✚
|
CA | 0.3 |