Strategic Financial Concepts LLC
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Real Estate
- Asset Management
- Wealth Management
- Investment Management
- Private Equity
- Crypto
- Venture Capital
- Hedge Funds
- Commodities
- Fixed Income
- Financial Planning
- Consulting
- Pension Consulting
- Educational Seminars
Investment Size:
250,000 to 1,000,000,000 USD
Investor Details Founded: 2006
Strategic Financial Concepts LLC is a financial advisory firm based in San Antonio, Texas, specializing in investment strategies and planning. Founded in 2006, the firm offers a range of services, including investment management, wealth management, financial planning, and consulting. They cater to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages assets across various classes, such as fixed income, hedge funds, private equity, real estate, and venture capital. Their investment approach is tailored to each client's financial landscape, considering objectives, time horizon, and risk tolerance. With over two decades of experience, Strategic Financial Concepts LLC has established a strong presence in Texas and other states, providing comprehensive financial guidance to a diverse clientele.
Requirements
- Minimum assets required: $250,000
- Fee structure: A percentage of AUM, hourly charges, fixed fees, retainer fees
Contact
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Mentioned In
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