Certified Financial Strategies Corporation, TX — Investment Adviser | BuildTrust

CERTIFIED FINANCIAL STRATEGIES CORPORATION

Investment AdviceDALLAS, TXActive

Assets Under Management

$118.1M

Total AUM

Donut chart: Non-Discretionary 118.1M
Category	Value
Non-Discretionary	118.1M

Adviser Information

Field	Value
CRD Number	114361
SEC Number	801-132742
Street Address	12700 HILLCREST RD., STE. 210
Location	DALLAS, TX 75230
Country	United States
Phone	972-702-8121
Fax	469-726-3822
Total Employees	2
Business Types	accountant

Client Count by Type (152 Total)

Horizontal bar chart: Individuals (other than H… 81, High Net Worth Individual… 67, Corporations/Businesses 2, Pension/Profit Sharing Pl… 1, Charitable Organizations 1
Category	Value
Individuals (other than H…	81
High Net Worth Individual…	67
Corporations/Businesses	2
Pension/Profit Sharing Pl…	1
Charitable Organizations	1