Overview
Assets Under Management: $434 million
Headquarters: LOGAN, UT
High-Net-Worth Clients: 621
Average Client Assets: $446,149
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 621
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.86
Average High-Net-Worth Client Assets: $446,149
Total Client Accounts: 2,622
Discretionary Accounts: 2,304
Non-Discretionary Accounts: 318
Regulatory Filings
CRD Number: 316858
Filing ID: 2012495
Last Filing Date: 2025-08-27 17:52:00
Website: https://strati.co