John
Sulhoff

The Strategic Financial Alliance, Inc

CRD#4301177
Investment Advisor
in Atlanta, GA
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About this Advisor

John Sulhoff is a certified financial planner based out of Atlanta, Georgia, who has been in the industry for 16 years. Sulhoff currently works for The Strategic Financial Alliance, Inc. Sulhoff has gained experience at American United Life, Oneamerica Securities, Inc and The Strategic Financial Alliance, Inc. Sulhoff has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. The Strategic Financial Alliance, Inc is a firm that has its headquarters in Atlanta, Georgia. It has offices in 52 locations and a total of 121 advisors. It oversees $854 million in assets among its 4,791 accounts, making it one of the bigger firms in the United States by assets under management. The firm serves 17 charities and foundations. Of its 4,791 client accounts, just 14% belong to high-net-worth investors who have at least $1 million in assets available to invest. The Strategic Financial Alliance, Inc has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the type of services offered. However, fees charged by The Strategic Financial Alliance, Inc may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2200 Century Parkway Suite 500
Atlanta, GA 30345

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$501,482,050

GA Average: $3,570,121,308
Total Number of Employees

114

GA Average: 58
Total Number of Accounts

2,548

GA Average: 1,608
Average Account Size

$196,814

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

John Sulhoff Work History

John has 16 years of experience.

2010 - Present (9 years)

The Strategic Financial Alliance, Inc

2002 - 2010 (8 years)

American United Life

2002 - 2010 (8 years)

Oneamerica Securities, Inc

Disclosures

John Sulhoff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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