This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-2003
- Office Locations
- 53
Office Locations
About THE Strategic Financial Alliance, Inc.
The Strategic Financial Alliance (SFA) is a 2003-founded community for independent financial advisors, offering flexible affiliation options plus practice-growth support and access to a broad menu of financial solutions. It supports planning and wealth management—including portfolio construction, asset allocation, and tax/estate and insurance planning—with an ETF-heavy investment mix. Custody includes Pershing, and many founding members remain active.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joseph Killingsworth Copeland
Vice President
- CRD
- #6847982
- Ownership
- Less than 5%
ARTHUR BERTRAM GOLDSMITH
Senior Vice President, Vice President
- CRD
- #706059
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
REBECCA ROSEANNE ABEL
--
- CRD
- #4216990
CAROLINE Madolyn AINSWORTH
Financial Advisor
- CRD
- #7405851
Showing 2 of 143 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,952,731 | $259,161 |
| Non-Discretionary | $355,081,289 | $386,799 |
| Total | $382,034,020 | $373,810 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing