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

Building 2STRATFI

Map pinWILMINGTON, DE
Phone302-884-6742
NotebookSEC #801-134073
Total AUM
$115M
Employees
2
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 N. ORANGE
SUITE 742
WILMINGTON
DE 19801
United States
Operating Hours
8:30AM TO 5:00PM
BY APPOINTMENT
Phone
302-884-6742

ReceiptFinancials

Total AUM
$115M
Accounts
286
Discretionary
$115M
Accounts
286
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
41
AUM
$15.8M
HNW Individual Clients
46
AUM
$99.1M
Corporation or Business Clients
1
AUM
$98K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADETX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account