|
⚲
|
| Stratos Wealth Partners Ltd
✚
|
|
|---|---|
| CRD # | 153184 |
| SEC # | 801-71457 |
| CIK # | 0001612865 |
| AUM | $12.5 BB (2024-08-08) |
| Employees | 562 (56% Investors, 56% Brokers) |
| Phone | 440-519-2500 |
| Address | 3750 Park East Dr Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.2 | |
| MSFT | 1,918.2 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| META | 434.9 | 0.0 | |
| COST | 207.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| HD | 277.6 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,408 | 7.5 |
| (b) Individuals (high net worth individuals) | 1,207 | 4.3 |
| (c) Banking or thrift institutions | 6 | 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 | 11 | 0.0 |
| (h) Charitable organizations | 75 | 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 | 959 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 37,396 | 12.5 |
| By Discretionary | ||
| Discretionary | 34,873 | 11.8 |
| Non-Discretionary | 2,523 | 0.7 |
| Total | 37,396 | 12.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.5 | |
| Total | 37,396 | 12.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001612865] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
American Portfolios Advisors Inc
✚
|
NY | 13.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 12.8 |
|
Transamerica Retirement Advisors LLC
✚
|
IA | 12.7 |
|
Appleton Partners Inc
✚
|
MA | 12.7 |
|
First Horizon Advisors Inc
✚
|
TN | 12.4 |
|
Evercore Wealth Management LLC
✚
|
NY | 12.3 |
|
TD Private Client Wealth LLC
✚
|
NY | 12.3 |
|
Congress Asset Management Company LLP
✚
|
MA | 12.1 |
|
Principal Securities Inc
✚
|
IA | 12.1 |
|
Macquarie Investment Management Austria Kapitalanlage AG
✚
|
12.0 |