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STRATEGIC FINANCIAL GROUP, L.L.C.
CRD 316512
16964 ROBBINS ROAD, SUITE #100A, GRAND HAVEN, MI, 49417, United States
Phone
616-935-7400
Fax
616-935-7402
Registration
— (—)
Source
State registered
Total AUM
$105.7M
Discretionary AUM
$103.1M
Team
4 total employees; 2 advisory reps; 22 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $57.8M |
| High net worth individuals | 24 | $47.9M |
All web addresses on file
Official SEC filing: View on IAPD