RIA Intel›Advisers›Connecticut›STRATEGIC FINANCIAL, LLC

STRATEGIC FINANCIAL, LLC

Advisory

SOUTH WINDSOR, CT

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CT
#946
of 1,312 advisers by AUM
Average account
$354K
across 183 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$65M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients181
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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