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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 18, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOETZ, CALVIN, PETER | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
| CPG GROUP, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
| GOETZ, CALVIN, PETER | I | CPG GROUP, LLC | E | Control |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL KY MI NC NE NM NV TN TX UT WA WI
Address
7010 E CHAUNCEY LANE#130
PHOENIX, AZ 85054
United States
Phone: 602-343-9301