Stratford Consulting, LLC is a large advisory firm based in Addison. It manages $552.32 million of regulatory assets for 790 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Louisiana, Oklahoma, and Texas.
Stratford Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stratford Consulting, LLC is $552.32 million. The firm's AUM has grown by 459% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stratford Consulting, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Stratford Consulting is high net worth individuals with 88 clients and $448.23 million of assets under management. Among the 11 most similar advisory firms, Stratford Consulting has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $552.32 million for 194 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stratford Consulting doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Stratford Consulting, LLC performs its advisory services is located at 15303 Dallas Parkway, Addison, TX 75001 6730, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-960-3780 or by fax 972-960-3790. The normal business hours are m -th: 8:30 - 5:00; fr: 8:30 - 4:30 on Monday - Friday. You can find more information about the New York firm at stratfordconsulting.net.