Strategic Financial LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 341077
- Website
- strategicfinancialllc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Financial LLC is an Alabama-registered limited liability company owned by an individual and focused on delivering advisory services to individuals and small businesses. The firm’s stated activities are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It charges clients through a mix of percentage-of-AUM and fixed-fee arrangements. The firm is structured to act as a capital allocator and maintains professional ties with accountants and law firms, suggesting coordination with tax and legal advisors on client matters. Strategic Financial LLC is not identified as an active ESG investor and is not set up as a multi-state advisory platform.
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
1 of 1
Brett Sheedy
Founder & Managing PartnerCRD 4932214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2120 16th Ave S
- Time zone
- CT (UTC-6)
- Office locations
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