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Building 2STRATFORD ADVISORS, INC.

Map pinWINSTON SALEM, NC
Phone336-777-3670
NotebookSEC #801-63405
Total AUM
$56.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3831 COUNTRY CLUB ROAD
WINSTON SALEM
NC 27104-2921
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
336-777-3670

ReceiptFinancials

Total AUM
$56.8M
Accounts
142
Discretionary
$54.8M
Accounts
113
Non-Discretionary
$2M
Accounts
29

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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