Overview
Assets Under Management: $685 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 48
Average Client Assets: $3.1 million
Frequently Asked Questions
STRALEM & CO INC 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 #3524), STRALEM & CO INC is subject to fiduciary duty under federal law.
STRALEM & CO INC is headquartered in NEW YORK, NY.
STRALEM & CO INC serves 48 high-net-worth clients according to their SEC filing dated November 12, 2018. View client details ↓
According to their SEC Form ADV, STRALEM & CO INC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
STRALEM & CO INC manages $685 million in client assets according to their SEC filing dated November 12, 2018.
According to their SEC Form ADV, STRALEM & CO INC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.70%
Average Client Assets: $3.1 million
Total Client Accounts: 138
Discretionary Accounts: 137
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 3524
Filing ID: 1250434
Last Filing Date: 2018-11-12 12:17:00