|
⚲
|
| The Strategic Financial Alliance Inc
✚
| |
|---|---|
| CRD # | 126514 |
| SEC # | 801-62226 |
| CIK # | |
| AUM | $334.0 MM (2024-05-21) |
| Employees | 74 (76% Investors, 100% Brokers) |
| Phone | 678-954-4000 |
| Address | 2200 Century Parkway Atlanta, GA 30345 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,153 | 176.8 |
| (b) Individuals (high net worth individuals) | 194 | 153.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,360 | 334.0 |
| By Discretionary | ||
| Discretionary | 269 | 48.5 |
| Non-Discretionary | 1,091 | 285.5 |
| Total | 1,360 | 334.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.0 | |
| Total | 1,360 | 334.0 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Blueprint LLC
✚
|
GA | 2.2 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M1 Capital Management
✚
|
MI | 0.3 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.3 |
|
Arcadia Wealth Management LLC
✚
|
NH | 0.3 |
|
Elite Retirement Planning LLC
✚
|
IA | 0.3 |
|
AMJ Financial Wealth Management LLC
✚
|
VA | 0.3 |
|
Semmax Financial Advisors Inc
✚
|
NC | 0.3 |
|
Proctor Financial Inc
✚
|
MA | 0.3 |
|
Fortis Capital Advisors LLC
✚
|
KS | 0.3 |
|
Baron Financial Group LLC
✚
|
NJ | 0.3 |
|
Grove Street Fiduciary LLC
✚
|
NH | 0.3 |