1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STROUD INVESTMENT CONSULTING

Map pin
Phone8173660645
NotebookSEC #801-127278
Total AUM
$56.1M
Employees
1
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
8173660645

ReceiptFinancials

Total AUM
$56.1M
Accounts
87
Discretionary
$56.1M
Accounts
87
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
15
AUM
$6.7M
HNW Individual Clients
11
AUM
$49.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account