Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > STRIDE CONSUMER
STRIDE CONSUMER
332 Congress Street
5th Floor
Boston, Massachusetts 02210
Tel: (781) 208-7375
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 Status | Approved |
|---|---|
| Firm CRD# | 311501 |
| SEC# | 801-119904 |
| Assets Managed by Firm | $535,339,663 |
| No. of Clients | 4 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $535,339,663 |
More Retirement Planning firms in Boston, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Boston, Massachusetts