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| Keyboard |
| Strategy Financial Services LLC
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|---|---|
| CRD # | 164531 |
| SEC # | 801-122298 |
| CIK # | |
| AUM | 366.7 M (2026-03-31) |
| Employees | 20 (50% Investors, 0% Brokers) |
| Phone | 602-343-9301 |
| Address | 7010 E Chauncey Lane Phoenix, AZ 85054 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 898 | 214.5 |
| (b) Individuals (high net worth individuals) | 153 | 152.3 |
| (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 | 3,820 | 366.7 |
| By Discretionary | ||
| Discretionary | 3,820 | 366.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,820 | 366.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.7 | |
| Total | 3,820 | 366.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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Yosemite Capital Management LLC
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CA | 369.0 M |
|
PKS Investment Advisors LLC
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MD | 367.2 M |
|
Sebold Capital Management Inc
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|
IL | 364.3 M |
|
Maripau Wealth Management LLC
✚
|
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