Strategy Financial Group
Strategy Financial Group is an SEC-registered mass-market adviser in Phoenix, AZ with $366.7M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Strategy Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164531, SEC 801-122298, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $366.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Phoenix, AZ
- Employees
- 20
- Clients
- 1,051
- CRD
- 164531
- Ownership
- GOETZ, CALVIN, PETER; CPG GROUP, LLC
How much AUM does Strategy Financial Group have?
Strategy Financial Group reported $366.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Strategy Financial Group?
Disclosed owners and executives of Strategy Financial Group include GOETZ, CALVIN, PETER, CPG GROUP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.