|
⚲
|
| Stratford Investment Advisory Group Inc
✚
|
|
|---|---|
| CRD # | 111363 |
| SEC # | 801-36259 |
| CIK # | |
| AUM | $26.3 MM (2023-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 847-577-7003 |
| Address | 200 E Evergreen Ave Mt Prospect, IL 60056 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 1.5 |
| (b) Individuals (high net worth individuals) | 42 | 24.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 26.3 |
| By Discretionary | ||
| Discretionary | 48 | 23.7 |
| Non-Discretionary | 13 | 2.6 |
| Total | 61 | 26.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.3 | |
| Total | 61 | 26.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Zagros Capital Management LLC
✚
|
NY | 0.0 |
|
Dubeau Capital USA Inc
✚
|
0.0 | |
|
Robinson Investment Group Inc
✚
|
TN | 0.0 |
|
Matienzo Laffourcade Juan Francisco
✚
|
0.0 | |
|
Sauberan & Company LLC
✚
|
NY | 0.0 |
|
Precession Capital Management LLC
✚
|
NY | 0.0 |
|
The Eastrade Asset Management Corporation
✚
|
NY | 0.0 |
|
Rosecliff Capital Advisory LLC
✚
|
NY | 0.0 |
|
Wealthdrive Advisory LLC
✚
|
VA | 0.0 |
|
Myra Advisors LLC
✚
|
NY | 0.0 |