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⚲
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| Stratos Wealth Partners Ltd
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|
|
|---|---|
| CRD # | 153184 |
| SEC # | 801-71457 |
| CIK # | 0001612865 |
| AUM | $10.3 BB (2023-03-31) |
| Employees | 497 (67% Investors, 64% Brokers) |
| Phone | 440-519-2500 |
| Address | 3750 Park East Dr Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| HD | 277.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| ABBV | 269.5 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,672 | 6.8 |
| (b) Individuals (high net worth individuals) | 608 | 3.2 |
| (c) Banking or thrift institutions | 10 | 0.5 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 42 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 7 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 191 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 31,330 | 11.0 |
| By Discretionary | ||
| Discretionary | 28,054 | 10.1 |
| Non-Discretionary | 3,276 | 0.9 |
| Total | 31,330 | 11.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.0 | |
| Total | 31,330 | 11.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001612865] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Degroof Petercam Asset Management
✚
|
10.7 | |
|
Evercore Wealth Management LLC
✚
|
NY | 10.5 |
|
Newport Group Consulting LLC
✚
|
FL | 10.4 |
|
Transamerica Retirement Advisors LLC
✚
|
MN | 10.4 |
|
Clearstead Advisors LLC
✚
|
OH | 10.2 |
|
Congress Asset Management Company LLP
✚
|
MA | 10.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 10.1 |
|
Sentry Management Inc
✚
|
TX | 10.0 |
|
Park Avenue Securities LLC
✚
|
NY | 9.9 |
|
Principal Securities Inc
✚
|
IA | 9.4 |