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Building 2STRATFORD INVESTMENT ADVISORY GROUP, INC.

Map pinMT. PROSPECT, IL
Phone847-577-7003
NotebookSEC #801-36259
Total AUM
$26.3M
Employees
1
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 E. EVERGREEN AVE.
SUITE 104
MT. PROSPECT
IL 60056
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
847-577-7003

ReceiptFinancials

Total AUM
$26.3M
Accounts
61
Discretionary
$23.7M
Accounts
48
Non-Discretionary
$2.6M
Accounts
13

ContactClients

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Individual Clients
19
AUM
$1.5M
HNW Individual Clients
42
AUM
$24.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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