Overview
Assets Under Management: $109 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 178
Average Client Assets: $0.4 million
Frequently Asked Questions
STRAUSS FINANCIAL GROUP, 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 #109586), STRAUSS FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
STRAUSS FINANCIAL GROUP, INC. is headquartered in BIRMINGHAM, AL.
STRAUSS FINANCIAL GROUP, INC. serves 178 high-net-worth clients according to their SEC filing dated June 22, 2018. View client details ↓
According to their SEC Form ADV, STRAUSS FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STRAUSS FINANCIAL GROUP, INC. manages $109 million in client assets according to their SEC filing dated June 22, 2018.
According to their SEC Form ADV, STRAUSS FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.77%
Average Client Assets: $0.4 million
Total Client Accounts: 470
Discretionary Accounts: 470
Regulatory Filings
CRD Number: 109586
Filing ID: 1225718
Last Filing Date: 2018-06-22 11:50:00