The Strategic Financial Alliance

Assets Under Management

$470.9M

Number of Clients

1,394

Number of Advisors

117

Average Client AUM

$338K

AUM per Advisor

$4.0M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

The Strategic Financial Alliance, Inc. (SFA) offers portfolio management through its Strategic Choice Program. It provides a personalized approach to implementing individualized investment strategies designed to offer a diversified, long-term approach to meeting personal investment goals. The program is available to various client types.

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
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Location

2200 Century Parkway, Suite 500, Atlanta, GA, 30345

117 Advisors at this firm

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