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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2015
- Office Locations
- 1
Office Locations
About Strategic Financial Group, PLC
Strategic Financial Group (Mesa, AZ) is an independent advisor providing integrated investment, retirement-income, and insurance planning for individuals and families. Investment guidance spans managed accounts plus mutual funds, stocks, bonds, CDs, money markets, and annuities, with IRA/401(k) and Social Security planning alongside estate/tax coordination. Also sources life, health, LTC, and P&C coverage. Experience in insurance since 2001 and as a financial advisor since 2002; has worked with Charles Schwab and LPL Financial.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES A. ROSEBROUGH JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4355308
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,707,701 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,707,701 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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