Strategic Financial is an investment advisor in Merrillville with $1.83 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Strategic Financial Group, LLC
SEC CIK
IRS number
351984039
SEC advisor number
801-68171
FINRA CRD number
144287
AUM ?
$1.83 bn
(as of 30 Mar 22)
Accounts
3,341
(as of 30 Mar 22)
Employees
29
(22 investment advisory or research)
Address
Strategic Financial
101 E 90TH DRIVE
MERRILLVILLE
IN 46410
101 E 90TH DRIVE
MERRILLVILLE
IN 46410
Office hours
Monday - Friday, 8:30-5:00 CENTRAL
Phone
219-736-8902
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Hassinger, Chad, Eric | Member/ceo | 04/1996 | 25-50% |
| Sarkey, Deborah, Marie | CFO | 01/2004 | 5-10% |
| Rathe, Bradley, Jon | Chief Investment Officer | 10/2013 | < 5% |
| Iq Companies, LLC | Member | 06/2014 | > 75% |
| Hassinger, Chad, Eric | Member | 06/2014 | 25-50% |
| Sleuwen, Markus, Ramon Franz | Chief Compliance Officer, General Counsel, Evp & Secretary | 10/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
SC 13G
RiverNorth Specialty Finance Corp
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21