Strategy Financial Group

CRD 164531 · Phoenix, AZ · $366.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 164531
SEC number: 801-122298
Firm type: RIA
Assets under management: $366.7M as of Mar 31, 2026
Website: www.calvingoetz.com ↗
Phone: 602-343-9301
Address: 7010 E Chauncey Lane, Phoenix, AZ, 85054

Advisors at this firm

8 in our index · page 1 of 1

Andrew James AbysalhCRD 6922730 · Phoenix, AZ

IA RegisteredRegistration inactive

Disclosure event(s) on record
Austin Matthew CastilloCRD 6757866 · Phoenix, AZ

IA RegisteredRegistration inactive
Richard John DefrancescoCRD 6244490 · Phoenix, AZ

IA RegisteredRegistration inactive
Calvin Peter GoetzCRD 5604158 · Phoenix, AZ

IA Registered
Michael Paul JukichCRD 7715966 · Phoenix, AZ

IA RegisteredRegistration inactive
Jeremy Scott Kraut-OrdoverCRD 7847806 · Phoenix, AZ

IA Registered
John LangerCRD 7353353 · Phoenix, AZ

IA RegisteredRegistration inactive
Clayton Paul NetherlinCRD 4197754 · Phoenix, AZ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.