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CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361 · SEC 801-132742
12700 HILLCREST RD., STE. 210, DALLAS, TX, 75230, United States
Phone
972-702-8121
Fax
469-726-3822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$133.3M
Discretionary AUM
$86.4M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $26.8M |
| High net worth individuals | 64 | $92.8M |
| Pension/profit sharing plans | 1 | $1.3M |
| Charitable organizations | 1 | $1.0M |
| Corporations/business entities | 2 | $833K |
States served
NM, TX
All web addresses on file
Official SEC filing: View on IAPD