Stratedge Investment Advisers, LLC (Miami)
Stratedge Investment Advisers, LLC is a large advisory firm based in Miami. It manages $30.7 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.
Stratedge Investment Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Stratedge Investment Advisers: assets under management
The assets under management (AUM) of Stratedge Investment Advisers, LLC is $30.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $30.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.35 million each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Stratedge Investment Advisers, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Stratedge Investment Advisers, LLC
Alex Calvo has served as the Chief Investment Officer since 1 Jan 2006 and Raul Henriquez is the Chief Executive Officer of Stratedge Investment Advisers, LLC family office. Helen Lumpuy joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 10 indirect owners.Based in Miami
The principal office where Stratedge Investment Advisers, LLC performs its advisory services is located at 777 Brickell Avenue, Miami, FL 33131, 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 305-808-9858 or by fax 305-808-9783. The normal business hours are 9-5 on Monday - Friday.
