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Strategic Financial Services
STRATEGIC FINANCIAL SERVICES is an SEC-registered investment adviser in Utica, NY, registered since 1989. The firm manages $2.8 billion in assets, $2.7...
Overview
STRATEGIC FINANCIAL SERVICES is an SEC-registered investment adviser in Utica, NY, registered since 1989. The firm manages $2.8 billion in assets, $2.7 billion on a discretionary basis. It has 39 employees and 26 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Strategic Financial Services?
No named investment professionals or principals are publicly identified for this office. The individuals responsible for allocating capital are not disclosed in any public record. This level of privacy is typical for single-family offices that do not seek external limited partners.
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