Overview
Assets Under Management: $197 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 79
Average Client Assets: $1 million
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