$153.8M Total AUM
$149.8M Disc. AUM
8.4% 3Y CAGR
3 Employees
315 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2004
- Office Locations
- 1
Office Locations
2505 N. Highway 360 Suite 490 Grand Prairie TX
About S&s Wealth Management
Strickland Financial Group provides comprehensive financial planning and ongoing wealth management for individuals and families, helping clients build plans, diversify portfolios, and adjust as life changes. Portfolios are constructed primarily with ETFs and mutual funds, with custody at Schwab. Securities are offered via Osaic Wealth and advisory services through S&S Wealth Management (RIA).
Team overview
-- AVG AGE
$51.3M AVG AUM / ADVISOR
$488.2K AVG AUM / CLIENT
18 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
S
STACEY LEIGH SMITH
Chief Compliance Officer, PARTNER
- CRD
- #2793307
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL DOUGLAS FINLEY
Private Wealth Advisor
- CRD
- #3187874
Available
Available
Available
P
PAULA TURNBULL KNOX
Financial Advisor
- CRD
- #6250805
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,827,999 | $192,334 |
| Non-Discretionary | $3,957,098 | $359,736 |
| Total | $153,785,097 | $194,665 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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