Strategy Financial Services, LLC
● SEC registered since 2021CRD 164531SEC# 801-122298Phoenix, AZ
Reg. AUM
$366.7M
Employees
20
Accounts
3,820
Location
Phoenix, AZ
Strategy Financial Services, LLC assets under management
Strategy Financial Services, LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2021. It reports $366.7 million in regulatory assets under management and employs 20 people.
Strategy Financial Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calvin Peter Goetz Control | Manager, Chief Compliance Officer | Under 5% | 2012 |
| Cpg Group, LLC Control | Member | Over 75% | 2012 |
| Calvin Peter Goetz Control | Member & Manager | Over 75% | 2005 |
Frequently asked questions
How much does Strategy Financial Services, LLC manage?
Strategy Financial Services, LLC reports $366.7 million in regulatory assets under management on its Form ADV.
How many employees does Strategy Financial Services, LLC have?
Strategy Financial Services, LLC reports 20 employees.
Where is Strategy Financial Services, LLC located?
Strategy Financial Services, LLC is based in Phoenix, AZ and has been SEC-registered since 2021.
Does Strategy Financial Services, LLC disclose fund performance?
Strategy Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7010 E Chauncey Lane, #130, Phoenix, AZ 85054 |
| Phone | 602-343-9301 |
| Fax | 602-343-9488 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$366.7M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$366.7Mregulatory AUM
Discretionary $366.7M