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
-
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
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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