STRAUSS FINANCIAL GROUP

1800 International Park Drive
Suite 190
Hoover, Alabama 35243
Tel: (205) 967-9595

About STRAUSS FINANCIAL GROUP

STRAUSS FINANCIAL GROUP, formally registered with the SEC as STRAUSS FINANCIAL GROUP. The firm was established in 09/17/2020. They have over 1 offices throughout the country.

STRAUSS FINANCIAL GROUP is a Hoover, Alabama based Financial Planning firm with nearly $189,997,352 assets under management, offering retirement planning & investment advisory services to 705 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310512
SEC#	801-119480
Assets Managed by Firm	$189,997,352
No. of Clients	705
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (WEALTH ADVISORY SERVICES REGARDING NON-SECURITY ASSETS)

Firm Client Information

	No. of Clients	AUM
Firm Total	705	$189,997,352
Individuals (other than high net worth individuals)	141	$38,478,322
High net worth individuals	103	$151,519,030

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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