Expatriate Financial Strategies LLC
CRD 334264SEC# 801-131952
No longer SEC-registered. Expatriate Financial Strategies LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
3
Accounts
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Location
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Expatriate Financial Strategies LLC assets under management
Expatriate Financial Strategies LLC is an SEC-registered investment adviser. It employs 3 people.
Expatriate Financial Strategies LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lance Warren Roberts Control | Managing Partner And Chief Compliance Officer | 50-75% | 2024 |
| Linda McCabe Roberts Control | Partner | 50-75% | 2024 |
Frequently asked questions
How many employees does Expatriate Financial Strategies LLC have?
Expatriate Financial Strategies LLC reports 3 employees.
Does Expatriate Financial Strategies LLC disclose fund performance?
Expatriate Financial Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:00 a.m. - 6:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers