Strategis Financial Group, Inc is an adviser based in Provo. It manages $32.4 million of regulatory assets for 395 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, Louisiana, and Utah.
Strategis Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, market timing services, and matters not involving securities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategis Financial Group, Inc is $32.4 million. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Strategis Financial Group, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Betty Wyckoff has been acting as President since 1 Mar 2002. Scott Hunter Garbutt joined the executive team most recently as the Executive Vice President.
The principal office where Strategis Financial Group, Inc performs its advisory services is located at 2230 N University Pkwy., Ste 9 C, Provo, UT 84604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-373-1100 or by fax 801-373-1155. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.