Strategic Financial Management, LLC
Strategic Financial Management, LLC is an SEC-registered ria with $166.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Strategic Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157376, SEC 801-73040, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $166.8M (2026-03-19)
- Firm type
- Ria
- Employees
- 3
- Clients
- 27
- CRD
- 157376
- Ownership
- SALVEMINI, DOMENICK, ANTHONY; Haley, Michael, Joseph
How much AUM does Strategic Financial Management, LLC have?
Strategic Financial Management, LLC reported $166.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Strategic Financial Management, LLC?
Disclosed owners and executives of Strategic Financial Management, LLC include SALVEMINI, DOMENICK, ANTHONY, Haley, Michael, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.