|
⚲
|
| Stride Investments LLC
✚
| |
|---|---|
| CRD # | 167037 |
| SEC # | 801-118363 |
| CIK # | 0001157408 |
| AUM | $173.8 MM (2024-03-01) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 312-767-9166 |
| Address | 1925 N Clybourn Ave Chicago, IL 60614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 513 | 94.5 |
| (b) Individuals (high net worth individuals) | 72 | 75.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,458 | 173.8 |
| By Discretionary | ||
| Discretionary | 909 | 124.5 |
| Non-Discretionary | 549 | 49.3 |
| Total | 1,458 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.8 | |
| Total | 1,458 | 173.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001157408] | |
| 10-Q | [0001157408] | |
| 3 | [0001157408] | |
| 4 | [0001157408] | |
| 5 | [0001157408] | |
| 8-K | [0001157408] | |
| SC 13G | [0001157408] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Premis Advisors LLC
✚
|
GA | 0.2 |
|
Harbour Wealth Management Group Inc
✚
|
SC | 0.2 |
|
Bull Harbor Capital LLC
✚
|
MD | 0.2 |
|
Pursuit Wealth Managment LLC
✚
|
FL | 0.2 |
|
Approach Retirement Advisors LLC
✚
|
AL | 0.2 |
|
The Holben Group LLC
✚
|
CO | 0.2 |
|
DH Hill Advisors Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Keene & Associates Inc
✚
|
TX | 0.2 |
|
Sunstate Wealth Management LLC
✚
|
FL | 0.2 |