Invested Better
Unclaimed

Unclaimed

Unclaimed

THE Strategic Financial Alliance, Inc.

Headquartered in ATLANTA, GA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

THE Strategic Financial Alliance, Inc. is a registered investment advisor headquartered in Atlanta, GA, offering a range of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Established in 2003, the firm manages approximately $334 million in assets for over 1,300 clients, including high-net-worth individuals and corporations. The firm has a team of over 100 licensed agents and representatives, and is registered with the Securities and Exchange Commission (SEC) and in all 50 states.

THE Strategic Financial Alliance, Inc.

2200 CENTURY PARKWAY

ATLANTA, GA 30345

$334.01M

Assets Under Management

40

Total Clients

85

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (40)

THE STRATEGIC FINANCIAL ALLIANCE, INC. has a total of 40 branch locations across the country.

Advisors at THE Strategic Financial Alliance, Inc.

View All 85 Advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if THE Strategic Financial Alliance, Inc. is right for you?

Disclosures

There is public disclosure for THE Strategic Financial Alliance, Inc.. Review regulatory record here.

Frequently Asked Questions (12)

Not sure if THE Strategic Financial Alliance, Inc. is right for you?