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Building 2STRADA FINANCIAL GROUP LLC

Map pinBORING, OR
Phone503-667-5355
NotebookSEC #801-129391
Total AUM
$159.2M
Employees
4
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28600 SE HIGHWAY 212
BORING
OR 97009
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
503-667-5355

ReceiptFinancials

Total AUM
$159.2M
Accounts
213
Discretionary
$159.2M
Accounts
213
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
167
AUM
$54.9M
HNW Individual Clients
46
AUM
$104.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
DST AND REAL ESTATE INVESTMENT SERVICE
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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