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
http://www.sfginvest.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, FL, UT

Financial Advisors at Strategis Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott Garbutt, financial advisor Orem UT
Scott H. Garbutt
CRD#: 852029
Orem, UT

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, financial advisor Orem UT
Mark T. Sumsion
CRD#: 1812582
Orem, UT

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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