Strategis Financial Group, Inc.
Strategis Financial Group, Inc. (CRD# 104861) is a financial advisory firm headquartered in , . They manage $9,526,509 in 75 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Strategis Financial Group, Inc.
By the Numbers
-
Total Assets Under Management10MILLION
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Total Number of Accounts75ACCOUNTS
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Average Account Value$127,020
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, UT
Financial Advisors at Strategis Financial Group, Inc.
1
Scott Garbutt (CRD# 852029) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Orem, UT and has over 40 years of experience in the finance industry.
2
Mark Sumsion (CRD# 1812582) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Orem, UT and has over 36 years of experience in the finance industry.
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