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Building 2STRATTON CAPITAL INVESTMENT ADVISORY LLC

Map pinNEW YORK, NY
Phone(914) 471-3377
NotebookSEC #801-132386
Total AUM
$138.3M
Employees
13
Clients
663

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28 LIBERTY STREET
NEW YORK
NY 10005
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(914) 471-3377
Other Offices
2

ReceiptFinancials

Total AUM
$138.3M
Accounts
643
Discretionary
$135.7M
Accounts
598
Non-Discretionary
$2.6M
Accounts
45

ContactClients

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Individual Clients
582
AUM
$56.6M
HNW Individual Clients
61
AUM
$75.4M
Pension/Profit Sharing Plan Clients
15
AUM
$2.7M
Corporation or Business Clients
5
AUM
$3.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANJNYTXVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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