Investment adviser · CRD 148076

STRATEGIC FINANCIAL MANAGEMENT, INC.

Investment adviser filing (IA)

MEDFORD, OR, United States · Form ADV filed Jun 18, 2012

Regulatory AUM
$40M
Form ADV · Item 5.F
Client accounts
260
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 18, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

835 ALDER CREEK DR. SUITE A
MEDFORD, OR, 97504, United States

CRD 148076

Filing source

Form ADV 653718 · Jun 18, 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.