3750 Park East Dr
Ste 200
Beachwood, Ohio 44122
Tel: 440-519-2500
STRATOS WEALTH PARTNERS, LTD, formally registered with the SEC as STRATOS WEALTH PARTNERS, LTD. The firm was established in 06/04/2010. They have over 102 offices throughout the country.
STRATOS WEALTH PARTNERS, LTD is a Beachwood, Ohio based Financial Planning firm with nearly $12,533,266,805 assets under management, offering retirement planning & investment advisory services to 37396 clients. The firm is staffed with 562 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153184 |
SEC# | 801-71457 |
Assets Managed by Firm | $12,533,266,805 |
No. of Clients | 37396 |
No. of Advisors | 562 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 37396 | $12,533,266,805 |
Individuals (other than high net worth individuals) | 18408 | $7,472,918,932 |
High net worth individuals | 1207 | $4,293,080,679 |
Pension and profit sharing plans | 11 | $7,536,783 |
Charitable organizations | 75 | $79,441,757 |
Corporations or other businesses | 959 | $649,279,073 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
Explore More Retirement Advisors in Beachwood, Ohio