Overview
Assets Under Management: $211 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 271
Average Client Assets: $0.7 million
Frequently Asked Questions
STRATIFI, 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 #149862), STRATIFI, LLC is subject to fiduciary duty under federal law.
STRATIFI, LLC is headquartered in SAN FRANCISCO, CA.
STRATIFI, LLC serves 271 high-net-worth clients according to their SEC filing dated January 25, 2018. View client details ↓
According to their SEC Form ADV, STRATIFI, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. View all service details ↓
STRATIFI, LLC manages $211 million in client assets according to their SEC filing dated January 25, 2018.
According to their SEC Form ADV, STRATIFI, LLC serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 271
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.79%
Average Client Assets: $0.7 million
Total Client Accounts: 219
Discretionary Accounts: 219
Regulatory Filings
CRD Number: 149862
Filing ID: 1168752
Last Filing Date: 2018-01-25 19:32:00