STRATEGY FINANCIAL SERVICES, LLC
Legal name: STRATEGY FINANCIAL GROUP
CRD #164531 SEC #801-122298 PHOENIX, AZ 602-343-9301
SEC Registered
Total AUM
$279.9M
Discretionary
$279.9M
Employees
14
Clients
0
Accounts
1,692
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $279.9M | $279.9M | $0 | 14 | 0 |
| Aug 2025 | $279.9M | $279.9M | $0 | 14 | 0 |
| Jul 2025 | $279.9M | $279.9M | $0 | 14 | 0 |
| Apr 2025 | $279.9M | $279.9M | $0 | 14 | 0 |
| Mar 2025 | $279.9M | $279.9M | $0 | 14 | 0 |
| Mar 2024 | $181.5M | $181.5M | $0 | 14 | 0 |
| Jan 2024 | $135.8M | $135.8M | $0 | 16 | 0 |
| Nov 2023 | $135.8M | $135.8M | $0 | 16 | 0 |
| Jul 2023 | $135.8M | $135.8M | $0 | 16 | 0 |
| Apr 2023 | $135.8M | $135.8M | $0 | 16 | 0 |
| Mar 2023 | $135.8M | $135.8M | $0 | 16 | 0 |
| Jan 2023 | $127.8M | $127.8M | $0 | 13 | 0 |
| Aug 2022 | $127.8M | $127.8M | $0 | 13 | 0 |
| Mar 2022 | $127.8M | $127.8M | $0 | 13 | 0 |
| Mar 2022 | $127.8M | $127.8M | $0 | 13 | 0 |
| Dec 2021 | $112.6M | $112.6M | $0 | 10 | 0 |
| Sep 2021 | $112.6M | $112.6M | $0 | 10 | 0 |
| Sep 2021 | $112.6M | $112.6M | $0 | 10 | 0 |
| Aug 2021 | $112.6M | $112.6M | $0 | 10 | 0 |
DateAug 2025
Total AUM$279.9M
Discretionary$279.9M
Non-Disc.$0
Employees14
Clients0
DateAug 2025
Total AUM$279.9M
Discretionary$279.9M
Non-Disc.$0
Employees14
Clients0
DateJul 2025
Total AUM$279.9M
Discretionary$279.9M
Non-Disc.$0
Employees14
Clients0
DateApr 2025
Total AUM$279.9M
Discretionary$279.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$279.9M
Discretionary$279.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees14
Clients0
DateJan 2024
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees16
Clients0
DateNov 2023
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees16
Clients0
DateJul 2023
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees16
Clients0
DateApr 2023
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees16
Clients0
DateJan 2023
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees13
Clients0
DateAug 2022
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees13
Clients0
DateDec 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients0
DateAug 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients0