Overview
Assets Under Management: $197 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 79
Average Client Assets: $1 million
Frequently Asked Questions
STRIDE INVESTMENTS, 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 #167037), STRIDE INVESTMENTS, LLC is subject to fiduciary duty under federal law.
STRIDE INVESTMENTS, LLC is headquartered in CHICAGO, IL.
STRIDE INVESTMENTS, LLC serves 79 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, STRIDE INVESTMENTS, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
STRIDE INVESTMENTS, LLC manages $197 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, STRIDE INVESTMENTS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.60
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,649
Discretionary Accounts: 1,034
Non-Discretionary Accounts: 615
Regulatory Filings
CRD Number: 167037
Filing ID: 1942774
Last Filing Date: 2025-03-07 10:42:00
Website: https://stridefinancialadvisors.com