Overview
Assets Under Management: $565 million
Headquarters: ADDISON, TX
High-Net-Worth Clients: 76
Average Client Assets: $5.7 million
Frequently Asked Questions
STRATFORD CONSULTING, 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 #144009), STRATFORD CONSULTING, LLC is subject to fiduciary duty under federal law.
STRATFORD CONSULTING, LLC is headquartered in ADDISON, TX.
STRATFORD CONSULTING, LLC serves 76 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, STRATFORD CONSULTING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STRATFORD CONSULTING, LLC manages $565 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, STRATFORD CONSULTING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.05%
Average Client Assets: $5.7 million
Total Client Accounts: 683
Discretionary Accounts: 682
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 144009
Filing ID: 1195292
Last Filing Date: 2018-03-23 15:21:00