Sign in
Create a free account
STRATOS WEALTH PARTNERS, LTD
BEACHWOOD, OH
440-519-2500
SEC #801-71457Total AUM
$18.6B
Employees
618Clients
25,392Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3750 PARK EAST DR
STE 200
BEACHWOOD
OH 44122
United States
STE 200
BEACHWOOD
OH 44122
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
440-519-2500
Other Offices
170
Financials
Total AUM
$18.6B
Accounts
47,696Discretionary
$17.8B
Accounts
45,275Non-Discretionary
$798.4M
Accounts
2,421
Clients
Individual Clients
20,685AUM
$5.7B
HNW Individual Clients
4,159AUM
$11.9B
Banking Clients
1AUM
$5.5M
Pension/Profit Sharing Plan Clients
106AUM
$75.9M
Charitable Organization Clients
121AUM
$284.2M
Insurance Company Clients
5AUM
$20.1M
Corporation or Business Clients
315AUM
$702.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 26 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.