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

Building 2STRATFORD CONSULTING, LLC

Map pinADDISON, TX
Phone972-960-3780
NotebookSEC #801-67931
Total AUM
$619.2M
Employees
7
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15303 DALLAS PARKWAY
SUITE 460
ADDISON
TX 75001-6730
United States
Operating Hours
M -TH: 8:30 - 5:00; FR: 8:30 - 4:30
Monday - Friday
Phone
972-960-3780

ReceiptFinancials

Total AUM
$619.2M
Accounts
811
Discretionary
$619.2M
Accounts
811
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
99
AUM
$33.2M
HNW Individual Clients
84
AUM
$507.4M
Pension/Profit Sharing Plan Clients
8
AUM
$7.7M
Corporation or Business Clients
26
AUM
$71M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOKTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account