|
⚲
|
| Keyboard |
| Strada Financial Group LLC
✚
|
|
|---|---|
| CRD # | 316987 |
| SEC # | 801-129391 |
| CIK # | |
| AUM | 159.2 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 503-667-5355 |
| Address | 28600 SE Highway 212 Boring, OR 97009 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 54.9 |
| (b) Individuals (high net worth individuals) | 46 | 104.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 159.2 |
| By Discretionary | ||
| Discretionary | 213 | 159.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 213 | 159.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.2 | |
| Total | 213 | 159.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Financial LLC
✚
|
MD | 159.4 M |
|
CornerStone Alternatives LLC
✚
|
159.4 M | |
|
Adare Asset Management LLC
✚
|
PA | 159.3 M |
|
Fusco Financial Services Inc
✚
|
FL | 159.3 M |
|
USA Financial & Tax Services LLC
✚
|
CT | 159.3 M |
|
Murray Investment Management LLC
✚
|
TX | 159.1 M |
|
Modern Dollar Planning LLC
✚
|
MO | 159.1 M |
|
HDA Wealth Management LLC
✚
|
OH | 159.1 M |
|
SKA Financial Services Inc
✚
|
OH | 159.1 M |
|
Retirement Income Strategies LLC
✚
|
WI | 159.0 M |