Strategic Financial Services Revenue and Competitors
Estimated Revenue & Valuation
- Strategic Financial Services's estimated annual revenue is currently $11.3M per year.
- Strategic Financial Services's estimated revenue per employee is $189,000
Employee Data
- Strategic Financial Services has 60 Employees.
- Strategic Financial Services grew their employee count by 13% last year.
Strategic Financial Services's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Chief Investment Officer | Reveal Email/Phone |
3 | Chief Experience Officer | Reveal Email/Phone |
4 | Chief Operations and Compliance Officer | Reveal Email/Phone |
5 | Chief Experience Officer | Reveal Email/Phone |
6 | CHIEF INVESTMENT OFFICER | Reveal Email/Phone |
7 | Head Retirement Plans, Senior Advisor | Reveal Email/Phone |
8 | Director Research | Reveal Email/Phone |
9 | Managing Director | Reveal Email/Phone |
10 | Portfolio Manager | Reveal Email/Phone |
Strategic Financial Services Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1.6M | 13 | -7% | N/A | N/A |
#2 | $100.5M | 383 | 12% | N/A | N/A |
#3 | $5.2M | 31 | -9% | N/A | N/A |
#4 | $539.5M | 1835 | 4% | N/A | N/A |
#5 | $8.1M | 48 | 2% | N/A | N/A |
#6 | $8.2M | 49 | 0% | N/A | N/A |
#7 | $97.9M | 373 | -1% | N/A | N/A |
#8 | $2M | 16 | 0% | N/A | N/A |
#9 | $162.2M | 618 | -16% | N/A | N/A |
#10 | $37.4M | 162 | 0% | N/A | N/A |
What Is Strategic Financial Services?
Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL. The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).
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Total Funding
60
Number of Employees
$11.3M
Revenue (est)
13%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Utica
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $15.4M | 68 | 28% | N/A |
#2 | $13.9M | 70 | 11% | N/A |
#3 | $15M | 72 | 7% | N/A |
#4 | $13M | 72 | 0% | N/A |
#5 | $17.7M | 73 | 20% | N/A |