STRATEGIC FINANCIAL SERVICES, INC.
Legal name: STRATEGIC FINANCIAL SERVICES
CRD #109677 SEC #801-33774 UTICA, NY (315)724-1776
SEC Registered
Total AUM
$2.3B
Discretionary
$2.2B
Employees
37
Clients
--
Accounts
3,368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.3B | $2.2B | $115.8M | 37 | 0 |
| Apr 2025 | $2.3B | $2.2B | $115.8M | 37 | 0 |
| Mar 2025 | $2.3B | $2.2B | $115.8M | 37 | 0 |
| Mar 2024 | $2B | $1.8B | $136.5M | 35 | 0 |
| Nov 2023 | $1.7B | $1.5B | $118.6M | 35 | 0 |
| Aug 2023 | $1.7B | $1.5B | $118.6M | 35 | 0 |
| Mar 2023 | $1.7B | $1.5B | $118.6M | 35 | 0 |
| Nov 2022 | $1.8B | $1.8B | $34.8M | 33 | 0 |
| Jul 2022 | $1.8B | $1.8B | $34.8M | 33 | 0 |
| Mar 2022 | $1.8B | $1.8B | $34.8M | 33 | 0 |
| Feb 2022 | $1.6B | $1.6B | $24.3M | 35 | 0 |
| Feb 2022 | $1.6B | $1.6B | $24.3M | 35 | 0 |
| Mar 2021 | $1.6B | $1.6B | $24.3M | 35 | 0 |
| Jun 2020 | $1.4B | $1.2B | $112.6M | 32 | 0 |
| Mar 2020 | $1.4B | $1.2B | $112.6M | 32 | 0 |
| Aug 2019 | $1.2B | $1B | $110.9M | 28 | 2 |
| Jun 2019 | $1.2B | $1B | $110.9M | 28 | 2 |
| May 2019 | $1.2B | $1B | $110.9M | 28 | 2 |
| Mar 2019 | $1.2B | $1B | $110.9M | 29 | 2 |
| Mar 2019 | $1.2B | $1B | $154.1M | 29 | 2 |
| Apr 2018 | $1.2B | $1B | $154.1M | 29 | 2 |
| Mar 2018 | $1.2B | $1B | $154.1M | 29 | 2 |
| Mar 2017 | $980M | $880.5M | $99.6M | 29 | 700 |
| Sep 2016 | $900.6M | $777.4M | $123.2M | 27 | 700 |
| Mar 2016 | $900.6M | $777.4M | $123.2M | 27 | 700 |
| Oct 2015 | $903.3M | $767.5M | $135.8M | 26 | 700 |
| Mar 2015 | $903.3M | $767.5M | $135.8M | 26 | 700 |
| Nov 2014 | $786.6M | $673.1M | $113.5M | 24 | 600 |
| Nov 2014 | $786.6M | $673.1M | $113.5M | 24 | 600 |
| Mar 2014 | $786.6M | $673.1M | $113.5M | 24 | 600 |
| Dec 2013 | $698.7M | $593.3M | $105.4M | 27 | 600 |
| Apr 2013 | $698.7M | $593.3M | $105.4M | 27 | 600 |
| Apr 2013 | $698.7M | $593.3M | $105.4M | 27 | 600 |
| Dec 2012 | $511.4M | $502.6M | $8.8M | 26 | 700 |
| Apr 2012 | $511.4M | $502.6M | $8.8M | 11 | 700 |
| Mar 2012 | $511.4M | $502.6M | $8.8M | 11 | 700 |
| Sep 2011 | $651.1M | $632.2M | $18.9M | -- | -- |
| Aug 2011 | $651.1M | $632.2M | $18.9M | -- | -- |
| Mar 2011 | $651.1M | $632.2M | $18.9M | -- | -- |
| Mar 2011 | $651.1M | $632.2M | $18.9M | -- | -- |
| Dec 2010 | $654.6M | $607.5M | $47.1M | -- | -- |
| Apr 2007 | $577.2M | $512.1M | $65.1M | -- | -- |
| Mar 2007 | $577.2M | $512.1M | $65.1M | -- | -- |
| Mar 2006 | $447.2M | $405.8M | $41.4M | -- | -- |
| Mar 2006 | $447.2M | $405.8M | $41.4M | -- | -- |
| Sep 2005 | $370.6M | $337.4M | $33.2M | -- | -- |
| Mar 2004 | $323.8M | $292.6M | $31.2M | 10 | -- |
| May 2002 | $279.6M | $253.5M | $26.1M | 10 | -- |
DateNov 2025
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$115.8M
Employees37
Clients0
DateApr 2025
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$115.8M
Employees37
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$115.8M
Employees37
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$136.5M
Employees35
Clients0
DateNov 2023
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$118.6M
Employees35
Clients0
DateAug 2023
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$118.6M
Employees35
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$118.6M
Employees35
Clients0
DateNov 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$34.8M
Employees33
Clients0
DateJul 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$34.8M
Employees33
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$34.8M
Employees33
Clients0
DateFeb 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.3M
Employees35
Clients0
DateFeb 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.3M
Employees35
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.3M
Employees35
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$112.6M
Employees32
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$112.6M
Employees32
Clients0
DateAug 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$110.9M
Employees28
Clients2
DateJun 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$110.9M
Employees28
Clients2
DateMay 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$110.9M
Employees28
Clients2
DateMar 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$110.9M
Employees29
Clients2
DateMar 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$154.1M
Employees29
Clients2
DateApr 2018
Total AUM$1.2B
Discretionary$1B
Non-Disc.$154.1M
Employees29
Clients2
DateMar 2018
Total AUM$1.2B
Discretionary$1B
Non-Disc.$154.1M
Employees29
Clients2
DateMar 2017
Total AUM$980M
Discretionary$880.5M
Non-Disc.$99.6M
Employees29
Clients700
DateSep 2016
Total AUM$900.6M
Discretionary$777.4M
Non-Disc.$123.2M
Employees27
Clients700
DateMar 2016
Total AUM$900.6M
Discretionary$777.4M
Non-Disc.$123.2M
Employees27
Clients700
DateOct 2015
Total AUM$903.3M
Discretionary$767.5M
Non-Disc.$135.8M
Employees26
Clients700
DateMar 2015
Total AUM$903.3M
Discretionary$767.5M
Non-Disc.$135.8M
Employees26
Clients700
DateNov 2014
Total AUM$786.6M
Discretionary$673.1M
Non-Disc.$113.5M
Employees24
Clients600
DateNov 2014
Total AUM$786.6M
Discretionary$673.1M
Non-Disc.$113.5M
Employees24
Clients600
DateMar 2014
Total AUM$786.6M
Discretionary$673.1M
Non-Disc.$113.5M
Employees24
Clients600
DateDec 2013
Total AUM$698.7M
Discretionary$593.3M
Non-Disc.$105.4M
Employees27
Clients600
DateApr 2013
Total AUM$698.7M
Discretionary$593.3M
Non-Disc.$105.4M
Employees27
Clients600
DateApr 2013
Total AUM$698.7M
Discretionary$593.3M
Non-Disc.$105.4M
Employees27
Clients600
DateDec 2012
Total AUM$511.4M
Discretionary$502.6M
Non-Disc.$8.8M
Employees26
Clients700
DateApr 2012
Total AUM$511.4M
Discretionary$502.6M
Non-Disc.$8.8M
Employees11
Clients700
DateMar 2012
Total AUM$511.4M
Discretionary$502.6M
Non-Disc.$8.8M
Employees11
Clients700
DateSep 2011
Total AUM$651.1M
Discretionary$632.2M
Non-Disc.$18.9M
Employees--
Clients--
DateAug 2011
Total AUM$651.1M
Discretionary$632.2M
Non-Disc.$18.9M
Employees--
Clients--
DateMar 2011
Total AUM$651.1M
Discretionary$632.2M
Non-Disc.$18.9M
Employees--
Clients--
DateMar 2011
Total AUM$651.1M
Discretionary$632.2M
Non-Disc.$18.9M
Employees--
Clients--
DateDec 2010
Total AUM$654.6M
Discretionary$607.5M
Non-Disc.$47.1M
Employees--
Clients--
DateApr 2007
Total AUM$577.2M
Discretionary$512.1M
Non-Disc.$65.1M
Employees--
Clients--
DateMar 2007
Total AUM$577.2M
Discretionary$512.1M
Non-Disc.$65.1M
Employees--
Clients--
DateMar 2006
Total AUM$447.2M
Discretionary$405.8M
Non-Disc.$41.4M
Employees--
Clients--
DateMar 2006
Total AUM$447.2M
Discretionary$405.8M
Non-Disc.$41.4M
Employees--
Clients--
DateSep 2005
Total AUM$370.6M
Discretionary$337.4M
Non-Disc.$33.2M
Employees--
Clients--
DateMar 2004
Total AUM$323.8M
Discretionary$292.6M
Non-Disc.$31.2M
Employees10
Clients--
DateMay 2002
Total AUM$279.6M
Discretionary$253.5M
Non-Disc.$26.1M
Employees10
Clients--