Investment adviser · CRD 111475
STRATEGIC FINANCIAL
Investment adviser filing (IA)
STRATEGIC CAPITAL MANAGEMENT INC
GLENDORA, CA, United States · Form ADV filed Jul 31, 2012
- Regulatory AUM
- $53M Form ADV · Item 5.F
- Client accounts
- 89 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 31, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
180 N. GLENDORA AVE., SUITE 202GLENDORA, CA, 91741, United States
CRD 111475
Filing source
Form ADV 662394 · Jul 31, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.