STRATEGIC FINANCIAL MANAGEMENT, LLC
Adviser information for STRATEGIC FINANCIAL MANAGEMENT, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 9 | $8.5M |
| Non-Discretionary | 2 | $153.7M |
| Total | 11 | $162.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 40 | $162.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 28 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)SERVICES AS TRUSTEE |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-73040 |
|---|---|
| SEC ERA File Number | 801-73040 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157376 |
| Legal Entity Identifier | None |
Principal Office
23 BUDAPEST STREETMONROE
NJ
United States
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Tel: 732-841-3525, Fax: 732-353-6952
Chief Compliance Officer
DOM SALVEMINI
MANAGING MEMBER
23 BUDAPEST STREET
MONROE
NJ
United States
Tel:
732-841-3525
Fax:
732-353-6952
D**@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SALVEMINI, DOMENICK, ANTHONY | Individual | – | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | 01/2004 | > 75% |
| Haley, Michael, Joseph | Individual | – | MEMBER | 01/2023 | 5-10% |