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Home > Retirement Planners > connecticut > darien > STRATIS CAPITAL, LLC
STRATIS CAPITAL, LLC
30 Old Kings Highway South
Darien, Connecticut 06820
Tel: 917-705-2500
About STRATIS CAPITAL, LLC
STRATIS CAPITAL, LLC, formally registered with the SEC as STRATIS CAPITAL, LLC. The firm was established in 01/27/2020. They have over 1 offices throughout the country.
STRATIS CAPITAL, LLC is a Darien, Connecticut based Financial Planning firm with nearly $448,825,448 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300130 |
| SEC# | 801-118000 |
| Assets Managed by Firm | $448,825,448 |
| No. of Clients | 85 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 85 | $448,825,448 |
| High net worth individuals | 1 | $448,825,448 |
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