Shareholder · Strategiq Funds, Inc.
James Jurica
CRD 6642911 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Strategiq Funds, Inc., an SEC-registered asset manager based in SAN Antonio, TX with $0 in regulatory assets, lists James Jurica on its Form ADV as Shareholder. The SEC filings also name James at 1 other registered adviser.
Firms and roles
- Strategiq Funds, Inc.ShareholderAsset manager · SAN Antonio, TX · $0M in regulatory assets
- Wealth Watch Advisors, IncShareholder and Director of Advisor DevelopmentWealth manager · Englewood, CO · $612M in regulatory assets
AtlasMembers
James’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 each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David A ShieldsChief Executive Officer, Strategiq Funds, Inc.
- William E. GastlChief Operating Officer, Strategiq Funds, Inc.
- Jeffrey A. SmithChief Compliance Officer, Strategiq Funds, Inc.
- Hunter I. ShieldsShareholder, Strategiq Funds, Inc.
- Tyrone ClarkShareholder/member, Wealth Watch Advisors, Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.