$82.0M Total AUM
$82.0M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-26-1999
- Office Locations
- 1
Office Locations
-- Seven Hills OH
About SR Financial Services, Inc.
SR Financial Services Inc provides accounting, consulting, and tax services for individuals and for business owners, executives, and independent professionals, including tax planning, QuickBooks support, and help resolving IRS tax issues with an emphasis on discretion. Public filings also indicate an RIA offering retail financial planning and related solutions, with assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$82.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
25.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEVEN RZUCIDLO
Chief Compliance Officer, Director, President
- CRD
- #4555967
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,049,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,049,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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