Strategic Financial Services Inc
Legal Name: STRATEGIC FINANCIAL SERVICES, INC.
114 BUSINESS PARK DRIVE, UTICA, NY
Full Contact Details
Other Info
Strategic Financial Services Inc is legally known as STRATEGIC FINANCIAL SERVICES, INC.. It is a NY Corporation. This firm has 28 employees, of which 17 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 17, 1989.
Direct Owners
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ALAN REMY LEIST
CEO owns more than 50% but less than 75%
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JUDITH VICKS SWEET
PRESIDENT owns more than 25% but less than 50%
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KASEY JOHN WILLIAMS
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 13, 2019
- ISHARES TR $82,786k
- ISHARES TR $47,547k
- ISHARES TR $37,459k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $36,820k
- ISHARES $33,323k
- ISHARES INC $26,316k
- SPDR GOLD TR GOLD $23,252k
- SPDR Inv't Grade Floating Rate $17,051k
- ISHARES TR CORE MSCI EAFE $15,176k
- ISHARES TR $15,035k