Strategic financial san jose ca

Share :. Similar Advisors. Joseph P. Fred D. Contact Info for Dominick Ruiz. Phone Number: Registered State s : CA. In this regard, this communication is strictly intended for individuals residing in the states of California. No offers may be made or accepted from any resident outside the specific states referenced. Please consult your own tax, legal or accounting professional regarding your particular situation. Winchester Plaza. San Jose, CA The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States.

All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Strategic Wealth Advisors Group can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

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