STRATEGIC FINANCIAL MANAGEMENT, INC.
CRD #148076 SEC #801-69609 MEDFORD, OR 541-773-7774
SEC Registered
Total AUM
$40M
Discretionary
$38M
Employees
1
Clients
0
Accounts
260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $40M | $38M | $2M | 1 | 200 |
| Mar 2012 | $40M | $38M | $2M | 1 | 200 |
| Apr 2011 | $42M | $40.5M | $1.5M | 5 | -- |
| Mar 2009 | $33M | $15M | $18M | 5 | -- |
| Mar 2009 | $33M | $15M | $18M | 5 | -- |
DateJun 2012
Total AUM$40M
Discretionary$38M
Non-Disc.$2M
Employees1
Clients200
DateMar 2012
Total AUM$40M
Discretionary$38M
Non-Disc.$2M
Employees1
Clients200
DateApr 2011
Total AUM$42M
Discretionary$40.5M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2009
Total AUM$33M
Discretionary$15M
Non-Disc.$18M
Employees5
Clients--
DateMar 2009
Total AUM$33M
Discretionary$15M
Non-Disc.$18M
Employees5
Clients--