Tech stack
No one at Strategic Financial Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
J.P. Morgan
Per Form ADV · $124M held · filed Mar 2024
D
Deutsche Bank Securities Inc.
Per Form ADV · $33M held · filed Mar 2024