Overview
Assets Under Management: $127 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.73
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 250
Discretionary Accounts: 248
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 155286
Last Filing Date: 2023-06-08 00:00:00
Website: https://stratports.com