STRATEGIS FINANCIAL GROUP, INC

PROVO, Utah·3 registered advisors·CRD# 104861
SEC# 801-36025801-373-1100
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
6
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
Other advisory services
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at STRATEGIS FINANCIAL GROUP, INC

3 registered advisors
Mark Thomas Sumsion
PROVO, Utah
Richard Parker Reid
PROVO, Utah
Scott Hunter Garbutt
PROVO, Utah
05

Office Locations

PROVO, Utah
3 advisors

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Data sourced from SEC Form ADV filings. STRATEGIS FINANCIAL GROUP, INC (CRD# 104861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.