Key facts
- STRATEGIC FINANCIAL SERVICES is a other based in UTICA, NY.
- STRATEGIC FINANCIAL SERVICES reports $13.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 109677- Regulatory AUM
- $13.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 39
- Registered office
- UTICA, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as STRATEGIC FINANCIAL SERVICES, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for STRATEGIC FINANCIAL SERVICES are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is STRATEGIC FINANCIAL SERVICES's AUM?
- STRATEGIC FINANCIAL SERVICES manages approximately $13.8M in assets.