STRATEGIS FINANCIAL GROUP, INC
CRD #104861 SEC #801-36025 PROVO, UT 801-373-1100
SEC Registered
Total AUM
$46.7M
Discretionary
$26.1M
Employees
6
Clients
0
Accounts
724
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $32.4M | $18.5M | $13.9M | 6 | 300 |
| Jul 2012 | $46.7M | $26.1M | $20.6M | 6 | 300 |
| Jul 2012 | $46.7M | $26.1M | $20.6M | 6 | 300 |
| Jul 2012 | $46.7M | $26.1M | $20.6M | 6 | 300 |
| Jun 2012 | $46.7M | $26.1M | $20.6M | 6 | 300 |
| May 2012 | $46.7M | $26.1M | $20.6M | 6 | 300 |
| Mar 2012 | $46.7M | $26.1M | $20.6M | 6 | 300 |
| Sep 2010 | $52.2M | $31.5M | $20.8M | 10 | -- |
| Sep 2009 | $52.5M | $32.6M | $19.8M | 10 | -- |
| Nov 2007 | $59.9M | $51.4M | $8.5M | 10 | -- |
| Sep 2007 | $59.9M | $51.4M | $8.5M | 10 | -- |
| Nov 2006 | $76.3M | $74.9M | $1.4M | 10 | -- |
| Nov 2005 | $93.1M | $89.5M | $3.6M | 10 | -- |
| May 2005 | $111.9M | $110.3M | $1.5M | 10 | -- |
| Sep 2004 | $111.9M | $110.3M | $1.5M | 10 | -- |
| Aug 2004 | $111.9M | $110.3M | $1.5M | 10 | -- |
| Apr 2002 | $128.3M | $128.3M | $0 | 10 | -- |
| Apr 2002 | $128.3M | $128.3M | $0 | 10 | -- |
DateSep 2012
Total AUM$32.4M
Discretionary$18.5M
Non-Disc.$13.9M
Employees6
Clients300
DateJul 2012
Total AUM$46.7M
Discretionary$26.1M
Non-Disc.$20.6M
Employees6
Clients300
DateJul 2012
Total AUM$46.7M
Discretionary$26.1M
Non-Disc.$20.6M
Employees6
Clients300
DateJul 2012
Total AUM$46.7M
Discretionary$26.1M
Non-Disc.$20.6M
Employees6
Clients300
DateJun 2012
Total AUM$46.7M
Discretionary$26.1M
Non-Disc.$20.6M
Employees6
Clients300
DateMay 2012
Total AUM$46.7M
Discretionary$26.1M
Non-Disc.$20.6M
Employees6
Clients300
DateMar 2012
Total AUM$46.7M
Discretionary$26.1M
Non-Disc.$20.6M
Employees6
Clients300
DateSep 2010
Total AUM$52.2M
Discretionary$31.5M
Non-Disc.$20.8M
Employees10
Clients--
DateSep 2009
Total AUM$52.5M
Discretionary$32.6M
Non-Disc.$19.8M
Employees10
Clients--
DateNov 2007
Total AUM$59.9M
Discretionary$51.4M
Non-Disc.$8.5M
Employees10
Clients--
DateSep 2007
Total AUM$59.9M
Discretionary$51.4M
Non-Disc.$8.5M
Employees10
Clients--
DateNov 2006
Total AUM$76.3M
Discretionary$74.9M
Non-Disc.$1.4M
Employees10
Clients--
DateNov 2005
Total AUM$93.1M
Discretionary$89.5M
Non-Disc.$3.6M
Employees10
Clients--
DateMay 2005
Total AUM$111.9M
Discretionary$110.3M
Non-Disc.$1.5M
Employees10
Clients--
DateSep 2004
Total AUM$111.9M
Discretionary$110.3M
Non-Disc.$1.5M
Employees10
Clients--
DateAug 2004
Total AUM$111.9M
Discretionary$110.3M
Non-Disc.$1.5M
Employees10
Clients--
DateApr 2002
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees10
Clients--