Strategic Financial Management, LLC
● SEC registered since 2012CRD 157376SEC# 801-73040
Reg. AUM
$166.8M
Employees
3
Accounts
12
Location
—
Strategic Financial Management, LLC assets under management
Strategic Financial Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $166.8 million in regulatory assets under management and employs 3 people.
Strategic Financial Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Domenick Anthony Salvemini Control | Managing Member; Chief Compliance Officer | Over 75% | 2004 |
| Michael Joseph Haley | Member | 5-10% | 2023 |
Frequently asked questions
How much does Strategic Financial Management, LLC manage?
Strategic Financial Management, LLC reports $166.8 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Financial Management, LLC have?
Strategic Financial Management, LLC reports 3 employees.
Does Strategic Financial Management, LLC disclose fund performance?
Strategic Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 732-385-9949 |
| Fax | 732-353-6952 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$166.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$166.8Mregulatory AUM
Discretionary $19.4MNon-discretionary $147.3M