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Manager, Chief Compliance Officer · Strategy Financial Group

Calvin P. Goetz

CRD 5604158 · Named on Form ADV at one SEC-registered adviser

At a glance

Strategy Financial Group, an SEC-registered wealth manager based in Phoenix, AZ with $367 million in regulatory assets, lists Calvin P. Goetz on its Form ADV as Manager, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Calvin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Calvin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.