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Building 2STRATIGRAPHIC ASSET MANAGEMENT, INC.

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Phone305-447-0300
NotebookSEC #801-43838
Total AUM
$160M
Employees
1
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
305-447-0300

ReceiptFinancials

Total AUM
$160M
Accounts
64
Discretionary
$121.5M
Accounts
62
Non-Discretionary
$38.6M
Accounts
2

ContactClients

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Individual Clients
12
AUM
$2.8M
HNW Individual Clients
33
AUM
$100.9M
Pension/Profit Sharing Plan Clients
15
AUM
$9.5M
Charitable Organization Clients
2
AUM
$35.6M
Corporation or Business Clients
2
AUM
$11.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

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

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