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Building 2STRAVA FINANCIAL, LLC

Map pinWESTLAKE VILLAGE, CA
Phone805-201-3018
NotebookSEC #801-117503
Total AUM
$7.6M
Employees
2
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30700 RUSSELL RANCH ROAD
SUITE 250
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
805-201-3018

ReceiptFinancials

Total AUM
$7.6M
Accounts
21
Discretionary
$7.6M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1.3M
HNW Individual Clients
4
AUM
$6.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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