Daniel
Brown
Strategy Financial Group
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About this Advisor
Daniel Brown is a financial advisor based out of Phoenix, Arizona. Brown is currently employed by Strategy Financial Group. Brown has gained experience at Farmers Financial Solutions, Farmers Insurance, Greene Realty, Chronicle/Sign Pro, Riverside Golf Course, Student, Edward Jones, Best Western Plus/Montezuma Inn & Suites, Desert Financial Credit Union, Desert Financial Wealth Management, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc and Strategy Financial Group. Brown maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Arizona. Strategy Financial Group is a registered investment company operating out of Phoenix, AZ. It has offices in three locations and a total of 16 employees. It administers $136 million in assets across its 896 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 896 client accounts, just 14% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on the financial services provided. Fee types charged by Strategy Financial Group likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategy Financial Group Brokerage Details
$135,789,796
16
896
$151,551
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Brown Work History
Daniel has been registered as a financial advisor for 0 years.*
Strategy Financial Group
Desert Financial Credit Union
Desert Financial Wealth Management
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Edward Jones
Farmers Financial Solutions
Farmers Insurance
Greene Realty
Chronicle/Sign Pro
Riverside Golf Course
Student
Best Western Plus/Montezuma Inn & Suites
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategy Financial Group
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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