STRATEGY FINANCIAL SERVICES, LLC

STRATEGY FINANCIAL GROUP
PHOENIX, Arizona·1 registered advisor·CRD# 164531
SEC# 801-1222983602-343-9301
01

Firm Overview

AUM
$181M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STRATEGY FINANCIAL SERVICES, LLC

1 registered advisor
Calvin Peter Goetz
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. STRATEGY FINANCIAL SERVICES, LLC (CRD# 164531) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.