Overview
Assets Under Management: $449 million
Headquarters: DARIEN, CT
High-Net-Worth Clients: 1
Average Client Assets: $449 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $449 million
Total Client Accounts: 85
Discretionary Accounts: 56
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 300130
Last Filing Date: 2025-02-25 00:00:00
Website: https://www.linkedin.com/company/stratiscap