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Choice Financial Strategies, LLC (Sheridan)


Choice Financial Strategies, LLC is a mid-sized advisory firm based in Sheridan. It manages $21 thousand of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007.

Choice Financial Strategies provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Choice Financial Strategies: assets under management

The assets under management (AUM) of Choice Financial Strategies, LLC is $21 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Choice Financial Strategies, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sheridan

The principal office where Choice Financial Strategies, LLC performs its advisory services is located at 45 E. Loucks, Suite 300 F, Sheridan, WY 82801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-675-2007 or by fax 307-675-2007. The normal business hours are 9 am - 5 pm on Monday - Friday.


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