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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWANSON, CHAD, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWANSON, CHAD, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | |
| COBY, RONALD, JOHN | I | CHIEF INFORMATION OFFICER | D | Control |
| COBY, RONALD, JOHN | I | CHIEF INFORMATION OFFICER | D | Control |
| COBY, RONALD, JOHN | I | CHIEF INFORMATION OFFICER | D | Control |
| COBY, RONALD, JOHN | I | CHIEF INFORMATION OFFICER | D | Control |
| COBY, RONALD, JOHN | I | CHIEF INFORMATION OFFICER | D | Control |
| COBY, RONALD, JOHN | I | CHIEF INFORMATION OFFICER | D | Control |
| COBY, RONALD, JOHN | I | CHIEF INFORMATION OFFICER | D | Control |
| LAMSON, DENNIS, RAY | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| LAMSON, DENNIS, RAY | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| LAMSON, DENNIS, RAY | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| LAMSON, DENNIS, RAY | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| LAMSON, DENNIS, RAY | I | CHIEF COMPLIANCE OFFICER/CEO | D | Control |
| LAMSON, DENNIS, RAY | I | CEO | D | Control |
| LAMSON, DENNIS, RAY | I | CEO | D | Control |
Registrations
Federal
IA
Jun 18, 2012 REGISTERED
Notice Filings (4)
CA OR RI WA
Address
835 ALDER CREEK DR. SUITE AMEDFORD, OR 97504
United States
Phone: 541-773-7774