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Strategic Financial Partners
Strategic Financial Partners is an SEC-registered investment adviser in Keizer, OR, registered since 2012. The firm manages approximately $321 million in...
Overview
Strategic Financial Partners is an SEC-registered investment adviser in Keizer, OR, registered since 2012. The firm manages approximately $321 million in regulatory assets. It has 7 employees and 6 investment advisers.
General information
Firm type
RIA
Year founded
2012
Location
Region
North America
Country
United States
City
Keizer
Corporate office
Colorado Springs, CO, United States
Sector focus
Frequently asked questions
How does Strategic Financial Partners source deals?
The firm's deal-sourcing process is not public. Family offices like Strategic Financial Partners often rely on relationships with investment banks, placement agents, and co-investor networks to access private credit, real estate, hedge fund, and infrastructure opportunities.
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