Strategic Financial Services, Inc.
● SEC registered since 1989CRD 109677SEC# 801-33774Utica, NY
Reg. AUM
$2.81B
Employees
39
Accounts
3,589
Location
Utica, NY
Strategic Financial Services, Inc. assets under management
Strategic Financial Services, Inc. is an investment advisory firm registered with the SEC based in Utica, NY. The firm has been registered since 1989. It reports $2.8 billion in regulatory assets under management and employs 39 people.
Strategic Financial Services, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron R Evans | Senior Advisor | 5-10% | 2018 |
| Alan R. Leist, III Revocable Trust Control | Shareholder | 50-75% | 2021 |
| Alan Remy Leist Control | Ceo | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Strategic Financial Services, Inc. manage?
Strategic Financial Services, Inc. reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Strategic Financial Services, Inc. have?
Strategic Financial Services, Inc. reports 39 employees.
Where is Strategic Financial Services, Inc. located?
Strategic Financial Services, Inc. is based in Utica, NY and has been SEC-registered since 1989.
Does Strategic Financial Services, Inc. disclose fund performance?
Strategic Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 114 Business Park Drive, Utica, NY 13502 |
| Phone | (315)724-1776 |
| Fax | (315)735-7739 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1432539 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.81B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$2.81Bregulatory AUM
Discretionary $2.66BNon-discretionary $148.3M