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- Custodian
- Deutsche Bank ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
About Strategic Financial Management, LLC
Strategic Financial Management, LLC is a Monroe, NJ-based wealth management firm serving individuals and families from young professionals through retirement. The team provides integrated financial planning, disciplined investment management, CPA-led tax planning, and estate planning support, with a Private Client offering for more complex needs. Public filings indicate portfolios are primarily implemented with ETFs and municipal bonds.
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Owner & Executives
DOMENICK ANTHONY SALVEMINI
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Michael Joseph Haley
Director
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,448,622 | $1,944,862 |
| Non-Discretionary | $147,306,086 | $73,653,043 |
| Total | $166,754,708 | $13,896,226 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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