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STRIDE CONSUMER

332 Congress Street
5th Floor
Boston, Massachusetts 02210
Tel: (781) 208-7375

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About STRIDE CONSUMER

STRIDE CONSUMER, formally registered with the SEC as STRIDE CONSUMER. The firm was established in 12/01/2020. They have over 1 offices throughout the country.

STRIDE CONSUMER is a Boston, Massachusetts based Financial Planning firm with nearly $535,339,663 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311501
SEC#801-119904
Assets Managed by Firm$535,339,663
No. of Clients4
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$535,339,663

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