Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 33
Average Client Assets: $3.1 million
Frequently Asked Questions
STRATIGRAPHIC ASSET MANAGEMENT, 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 #107119), STRATIGRAPHIC ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
STRATIGRAPHIC ASSET MANAGEMENT, INC. serves 33 high-net-worth clients according to their SEC filing dated December 03, 2024. View client details ↓
According to their SEC Form ADV, STRATIGRAPHIC ASSET MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STRATIGRAPHIC ASSET MANAGEMENT, INC. manages $160 million in client assets according to their SEC filing dated December 03, 2024.
According to their SEC Form ADV, STRATIGRAPHIC ASSET MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.02%
Average Client Assets: $3.1 million
Total Client Accounts: 64
Discretionary Accounts: 62
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 107119
Filing ID: 1917602
Last Filing Date: 2024-12-03 11:20:00