Updated:
SFA
Strategic Financial Associates, LLC is a financial planning, investment advisory, and wealth management firm based in Bethesda, Maryland. The company...
Overview
Strategic Financial Associates, LLC is a financial planning, investment advisory, and wealth management firm based in Bethesda, Maryland. The company provides services for managing risk, accumulating wealth, and protecting assets. It serves individuals and businesses with financial planning and benefits packages.
General information
Firm type
Single Family Office
Location
Region
Asia
Country
China
City
Shanghai
Corporate office
Shanghai, China
Frequently asked questions
How does SFA source proprietary deal flow?
SFA sources deals through long-term relationships with private equity sponsors and direct networks within China's entrepreneurial ecosystem. Typical engagement involves deploying capital into co-investment opportunities presented by general partners, rather than originating proprietary deals independently.
Does SFA maintain philanthropic structures, and how are they separated?
No philanthropic foundation or charitable vehicle affiliated with SFA has been publicly identified. If grantmaking structures exist, they are maintained with the same operational discretion that characterizes SFA's investment activities.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research SFA in Altss
Explore available research and relationship coverage for this adviser in Altss.