STRATEGY, INC.
Legal name: THE ADVISORS GROUP
CRD #290104 SEC #801-130764 LUBBOCK, TX 806-794-3848
SEC Registered
Total AUM
$117.4M
Discretionary
$117.4M
Employees
4
Clients
0
Accounts
522
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RUSSELL, JOHN, HOWARD | I | PRESIDENT | NA | Control |
| RUSSELL, JOHN, HOWARD | I | PRESIDENT | NA | Control |
| RUSSELL, SHELBY, LYNNE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| RUSSELL, SHELBY, LYNNE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| CANTU, SHERRYLE, LYNNE | I | SECRETARY/TREASURER | C | Control |
| CANTU, SHERRYLE, LYNNE | I | SECRETARY/TREASURER | C | Control |
Registrations
Federal
IA
Jan 22, 2025 REGISTERED
Notice Filings (1)
TX
Address
12002 TRAFALGAR AVENUESUITE 102
LUBBOCK, TX 79424
United States
Phone: 806-794-3848