Overview
Assets Under Management: $240 million
Headquarters: HOOVER, AL
High-Net-Worth Clients: 4
Average Client Assets: $55 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.67
Average High-Net-Worth Client Assets: $55 million
Total Client Accounts: 250
Discretionary Accounts: 250
Regulatory Filings
CRD Number: 310512
Filing ID: 1943332
Last Filing Date: 2025-03-16 15:06:00
Website: https://straussfinancial.com