Investment adviser · CRD 104861

STRATEGIS FINANCIAL GROUP, INC

Investment adviser filing (IA)

PROVO, UT, United States · Form ADV filed Sep 28, 2012

Regulatory AUM
$32.4M
Form ADV · Item 5.F
Client accounts
395
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: Sep 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Market timing

Compensation

Percentage of assets

Principal office

2230 N UNIVERSITY PKWY., STE 9C
PROVO, UT, 84604, United States

CRD 104861

Filing source

Form ADV 672267 · Sep 28, 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.