STRATEGY, INC.

THE ADVISORS GROUP
LUBBOCK, Texas·3 registered advisors·CRD# 290104
SEC# 801-1307640806-794-3848
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STRATEGY, INC.

3 registered advisors
John Howard Russell
LUBBOCK, Texas
Shelby Lynne Russell
LUBBOCK, Texas
Sherryle Lynne Cantu
LUBBOCK, Texas
05

Office Locations

LUBBOCK, Texas
3 advisors

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Data sourced from SEC Form ADV filings. STRATEGY, INC. (CRD# 290104) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.