Strategic Advisors, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 126045
- Fee structure
- Other
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Advisors, Inc. operates as a corporation focused on providing financial planning services and educational seminars. The firm emphasizes a personalized approach to financial management, catering to the unique needs of its clients. While it does not identify as a capital allocator or an active ESG investor, it engages in various advisory activities that aim to enhance clients' financial literacy and investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Hovey Garvin
PresidentCRD 2541360
Michael Stern
Financial AdvisorCRD 2037836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 10 Finch Forest Trl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Investors Asset Management of Georgia Inc
RIAAtlanta, GA
Wolverine Investment Advisors, LLC
RIAAtlanta, GA
Sage Mountain Advisors, LLC
RIAAtlanta, GA
Footlamp
RIAAtlanta, GA
Inlight Wealth
RIAAtlanta, GA
Smith & Howard Wealth Management, LLC
RIAAtlanta, GA