Strategic Financial Services, Inc, is an investment advisor in Utica with $1.85 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Strategic Investment Advisors, Inc
SEC CIK
IRS number
161334685
SEC advisor number
801-33774
FINRA CRD number
109677
AUM ?
$1.96 bn
(as of 27 Mar 24)
Accounts
3,133
(as of 27 Mar 24)
Employees
35
(20 investment advisory or research)
Address
Strategic Financial Services, Inc,
114 BUSINESS PARK DRIVE
UTICA
NY 13502
114 BUSINESS PARK DRIVE
UTICA
NY 13502
Phone
3157241776
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21