Strait Direction Wealth Management

Strait Direction Wealth Management (CRD# 314742) is a financial advisory firm headquartered in Lyndhurst, OH. They manage $1,637,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5001 Mayfield Rd., Ste. 210, Lyndhurst, OH 44124
https://www.straitdirection.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $109,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Strait Direction Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Rosie George, financial advisor South Euclid OH
Rosie L. George
CRD#: 6692292
South Euclid, OH

Rosie George (CRD# 6692292) is an Investment Advisor Representative working at Strait Direction Wealth Management in South Euclid, OH and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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