$40.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
1 Employees
289 ADV. Clients
17 yrs Firm Age
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- Custodian
- American Funds · Assetmark · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-20-2008
- Office Locations
- 1
Office Locations
530 OAK Ridge WAY E. Suite 104 West Fargo ND
About Strategic Financial Inc.
Strategic Financial Inc. is a West Fargo-based RIA. The firm has been operating for 17 years. Managing $40.5M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Assetmark.
Team overview
-- AVG AGE
$40.5M AVG AUM / ADVISOR
$140.2K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JERALD RAY HOFFNER
Chief Compliance Officer, Owner
- CRD
- #1370144
- 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 | $40,513,042 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,513,042 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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