ADVANCED FINANCIAL STRATEGIES INC
SEC file number 801-57835
· IRVINE, CA
https://mystrategyteam.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$229.5M
Discretionary AUM
$228.7M
Employees
6
Clients
2
Firm
- Address
- 5 HUBBLE
IRVINE, CA 92618 - Phone
- —
- Website
- https://mystrategyteam.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- EJF Financial Debt Strategies Fund LP Medium name-match confidence · CIK 2014766 · VA
- Financial Edge Strategic Fund, L.P. Medium name-match confidence · CIK 1459175 · FL
- Stratus Financial LLC Medium name-match confidence · CIK 2041144 · CA
-
EJF Financial Debt Strategies Fund LP · D/A · Mar 12, 2026
-
Financial Edge Strategic Fund, L.P. · D/A · Mar 10, 2026
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Financial Edge Strategic Fund, L.P. · D/A · Mar 13, 2025
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EJF Financial Debt Strategies Fund LP · D/A · Mar 12, 2025
-
Stratus Financial LLC · D · Feb 10, 2025$100M