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STRATEGIC FINANCIAL CONCEPTS, LLC
STRATEGIC FINANCIAL CONCEPTS, LLC
SAN ANTONIO, Texas
·
3 registered advisors
·
CRD# 141849
SEC# 801-67243
25
210-737-7800
01
Firm Overview
AUM
$988M
Regulatory assets under management
Employees
35
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRATEGIC FINANCIAL CONCEPTS, LLC
3 registered advisors
Joel Richard Swinehart
SAN ANTONIO, Texas
CRD# 856012
Leslie Kristen Wagner
SAN ANTONIO, Texas
CRD# 4783984
Reagan Lee Wagner
SAN ANTONIO, Texas
CRD# 4339734
05
Office Locations
SAN ANTONIO, Texas
3 advisors
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Data sourced from SEC Form ADV filings. STRATEGIC FINANCIAL CONCEPTS, LLC (CRD# 141849) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.