The Strategic Financial Alliance

The Strategic Financial Alliance (CRD# 126514) is a financial advisory firm headquartered in Atlanta, GA. They manage $334,013,066 in 1,360 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
2200 Century Parkway, Suite 500, Atlanta, GA 30345
http://www.thesfa.net
By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    1,360
    ACCOUNTS
  • Average Account Value
    $245,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at The Strategic Financial Alliance
Showing 61 - 64 of 64 top financial advisors.
61
Benjamin Ambuehl, financial advisor Peachtree Corners GA
Benjamin R. Ambuehl
CRD#: 7084260
3930 East Jones Bridge Road, 175, Peachtree Corners, GA 30092

Benjamin Ambuehl (CRD# 7084260) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 4 years of experience in the finance industry.

62
Brent Jamison, financial advisor Daytona Beach FL
Brent B. Jamison
CRD#: 7510158
1620 S. Clyde Morris Blvd, Suite 300, Daytona Beach, FL 32119

Brent Jamison (CRD# 7510158) is an Investment Advisor Representative working at The Strategic Financial Alliance in Daytona Beach, FL and has 1 year of experience in the finance industry.

63
Lindsay May, financial advisor Clemson SC
Lindsay R. May
CRD#: 7628359
402 Pendleton Road, Clemson, SC 29633

Lindsay May (CRD# 7628359) is an Investment Advisor Representative working at The Strategic Financial Alliance in Clemson, SC and has 1 year of experience in the finance industry.

64
Jason Shutts, financial advisor Atlanta GA
Jason Shutts
CRD#: 7600385
2200 Century Parkway, Suite 500, Atlanta, GA 30345

Jason Shutts (CRD# 7600385) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 2 years of experience in the finance industry.

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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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