Overview
Assets Under Management: $115 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 46
Average Client Assets: $2.2 million
Frequently Asked Questions
STRATFI 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 #164744), STRATFI is subject to fiduciary duty under federal law.
STRATFI is headquartered in WILMINGTON, DE.
STRATFI serves 46 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, STRATFI offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
STRATFI manages $115 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, STRATFI serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.16%
Average Client Assets: $2.2 million
Total Client Accounts: 286
Discretionary Accounts: 286
Regulatory Filings
CRD Number: 164744
Filing ID: 2041878
Last Filing Date: 2026-02-03 15:27:34