STRATEGIC CAPITAL MANAGEMENT INC

STRATEGIC FINANCIAL
GLENDORA, California·1 registered advisor·CRD# 111475
SEC# 801-57542909-373-2885
01

Firm Overview

AUM
$53M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SPECIFIC PROJECT FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRATEGIC CAPITAL MANAGEMENT INC

1 registered advisor
James Jonathon Davidson
GLENDORA, California
05

Office Locations

GLENDORA, California
1 advisor

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Data sourced from SEC Form ADV filings. STRATEGIC CAPITAL MANAGEMENT INC (CRD# 111475) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.