STRATEGIC FINANCIAL SERVICES, INC.
Legal name: STRATEGIC RETIREMENT PLANS
CRD #124662 SEC #801-61930 UTICA, NY 315-735-7553
SEC Registered
Total AUM
--
Discretionary
--
Employees
--
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $125.2M | $0 | $125.2M | 5 | -- |
| Mar 2008 | $89.6M | $0 | $89.6M | 5 | -- |
| May 2007 | $84.1M | $0 | $84.1M | 5 | -- |
| Mar 2007 | $84.1M | $0 | $84.1M | 5 | -- |
| Mar 2006 | $65M | $0 | $65M | 5 | -- |
| Apr 2004 | $39.5M | $0 | $39.5M | 5 | -- |
| Mar 2004 | $39.5M | $0 | $39.5M | 5 | -- |
DateMar 2010
Total AUM$125.2M
Discretionary$0
Non-Disc.$125.2M
Employees5
Clients--
DateMar 2008
Total AUM$89.6M
Discretionary$0
Non-Disc.$89.6M
Employees5
Clients--
DateMay 2007
Total AUM$84.1M
Discretionary$0
Non-Disc.$84.1M
Employees5
Clients--
DateMar 2007
Total AUM$84.1M
Discretionary$0
Non-Disc.$84.1M
Employees5
Clients--
DateMar 2006
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateApr 2004
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--
DateMar 2004
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--