Overview
Assets Under Management: $159 million
Headquarters: BORING, OR
High-Net-Worth Clients: 46
Average Client Assets: $2.3 million
Frequently Asked Questions
STRADA FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316987), STRADA FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
STRADA FINANCIAL GROUP LLC is headquartered in BORING, OR.
STRADA FINANCIAL GROUP LLC serves 46 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, STRADA FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
STRADA FINANCIAL GROUP LLC manages $159 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, STRADA FINANCIAL GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.52%
Average Client Assets: $2.3 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 316987
Filing ID: 2089354
Last Filing Date: 2026-03-31 13:53:04