Strategic Financial Concepts is an investment advisor in San Antonio with $811.03 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208531139
SEC advisor number
801-67243
FINRA CRD number
141849
AUM ?
$987.56 mm
(as of 22 Mar 24)
Accounts
4,631
(as of 22 Mar 24)
Employees
35
(35 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
6 Sep 23
13F-HR
Quarterly holdings report by institutional manager
6 Sep 23