STRATEGIC FINANCIAL DESIGNS, INC.

NORTHFIELD, Illinois·1 registered advisor·CRD# 122898
SEC# 801-67096847-441-8700
01

Firm Overview

AUM
$65M
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
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRATEGIC FINANCIAL DESIGNS, INC.

1 registered advisor
Ellen Shayman Rogin
NORTHFIELD, Illinois
05

Office Locations

NORTHFIELD, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. STRATEGIC FINANCIAL DESIGNS, INC. (CRD# 122898) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.