Strategic Financial Partners, Ltd
Strategic Financial Partners, Ltd is an SEC-registered mass-market adviser with $321.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Strategic Financial Partners, Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148858, SEC 801-77447, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $321.1M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Employees
- 7
- Clients
- 360
- CRD
- 148858
- Ownership
- CARROLL, GRANT, FREDERICK; WILLIAMS, RICHARD, LEWIS
How much AUM does Strategic Financial Partners, Ltd have?
Strategic Financial Partners, Ltd reported $321.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Strategic Financial Partners, Ltd?
Disclosed owners and executives of Strategic Financial Partners, Ltd include CARROLL, GRANT, FREDERICK, WILLIAMS, RICHARD, LEWIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.