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STRATOS WEALTH PARTNERS, LTD

3750 Park East Dr
Ste 200
Beachwood, Ohio 44122
Tel: 440-519-2500

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About STRATOS WEALTH PARTNERS, LTD

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.

Firm Information

SEC Current StatusApproved
Firm CRD#153184
SEC#801-71457
Assets Managed by Firm$12,533,266,805
No. of Clients37396
No. of Advisors562

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total37396$12,533,266,805
Individuals (other than high net worth individuals)18408$7,472,918,932
High net worth individuals1207$4,293,080,679
Pension and profit sharing plans11$7,536,783
Charitable organizations75$79,441,757
Corporations or other businesses959$649,279,073

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