Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Strategic Financial Services
- ·The full record, as it builds
Funding rounds
No funding rounds for Strategic Financial Services are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Strategic Financial Services
Provider of financial planning and investment management services based in Utica, New York. The company is engaged in wealth management services intended for both individuals as well as families to manage their wealth and also offers retirement plans to corporates and its stakeholders along with consulting, education and advice.
- Sector
- Financial Services
- HQ
- Utica, NY, United States
- Employees
- 40
- Website
- investstrategic.com/
- Ownership
- Acquired/Merged
Strategic Financial Services doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Strategic Financial Services shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Strategic Financial Services in its N-PORT filings yet. We sweep new filings monthly.