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| Strauss Wealth Advising Inc
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|
|---|---|
| CRD # | 310512 |
| SEC # | 801-119480 |
| CIK # | |
| AUM | $190.0 MM (2024-03-07) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 205-967-9595 |
| Address | 1800 International Park Drive Hoover, AL 35243 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 38.5 |
| (b) Individuals (high net worth individuals) | 103 | 151.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 705 | 190.0 |
| By Discretionary | ||
| Discretionary | 705 | 190.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 705 | 190.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.0 | |
| Total | 705 | 190.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Osprey Capital Management Corp
✚
|
FL | 0.2 |
|
Kristen E Coombs LLC
✚
|
PA | 0.2 |
|
VIA IV Investments LLC
✚
|
IL | 0.2 |
|
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 0.2 |
|
Archer Portfolio Management Inc
✚
|
0.2 | |
|
Allstreet Capital LLC
✚
|
CA | 0.2 |
|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |
|
Wealthcollab LLC
✚
|
WA | 0.2 |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 0.2 |
|
Campion Asset Management LLC
✚
|
VA | 0.2 |