STRATEGIC FINANCIAL SERVICES

114 Business Park Drive
Utica, New York 13502
Tel: (315)724-1776

About STRATEGIC FINANCIAL SERVICES

STRATEGIC FINANCIAL SERVICES, formally registered with the SEC as STRATEGIC FINANCIAL SERVICES. The firm was established in 02/17/1989. They have over 6 offices throughout the country.

STRATEGIC FINANCIAL SERVICES is a Utica, New York based Financial Planning firm with nearly $1,964,371,550 assets under management, offering retirement planning & investment advisory services to 3133 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109677
SEC#	801-33774
Assets Managed by Firm	$1,964,371,550
No. of Clients	3133
No. of Advisors	35

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	3133	$1,964,371,550
Individuals (other than high net worth individuals)	415	$1,246,572,991
High net worth individuals	714	$180,911,749
Pension and profit sharing plans	59	$366,786,445
Charitable organizations	8	$32,604,953
Corporations or other businesses	33	$137,495,412

More Retirement Planning firms in Utica, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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