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STRATHMORE CAPITAL ADVISORS
2201 South Blvd.
Suite 310
Charlotte, North Carolina 28203
Tel: 704-364-4241
About STRATHMORE CAPITAL ADVISORS
STRATHMORE CAPITAL ADVISORS, formally registered with the SEC as STRATHMORE CAPITAL ADVISORS. The firm was established in 01/04/2016. They have over 4 offices throughout the country.
STRATHMORE CAPITAL ADVISORS is a Charlotte, North Carolina based Financial Planning firm with nearly $455,911,264 assets under management, offering retirement planning & investment advisory services to 935 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135008 |
| SEC# | 801-106984 |
| Assets Managed by Firm | $455,911,264 |
| No. of Clients | 935 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 935 | $455,911,264 |
| Individuals (other than high net worth individuals) | 136 | $53,631,040 |
| High net worth individuals | 146 | $374,532,625 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,391,524 |
| Charitable organizations | Fewer than 5 clients | $5,753,119 |
| Corporations or other businesses | 6 | $14,602,956 |
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