Stratfi (CRD# 164744) is a financial advisory firm headquartered in Wilmington, DE. They manage $17,800,000 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$273,846
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
James H. Lee (CRD# 2156828) is a Registered Investment Advisor working at StratFI in Wilmington, DE and has over 24 years of experience in the finance industry.
Mr. Lee has a long and successful track record in investment management and research. Prior to founding StratFI, he led the investment committee and managed more than $700 million at Lau Associates (now a part of Bryn Mawr Trust). He has earned the following professional designations:
Certified Financial Planner (CFP®) -- 1995 to present
Chartered Financial Analyst (CFA) -- 2000 to present
Chartered Market Technician (CMT) -- 2006 to present
Lee has been quoted in publications such as The Wall Street Journal, Financial Planning, and Medical Economics. As a professionally-trained futurist, he has written for the Journal of Futures Studies, Technological Forecasting and Social Change, and The Futurist. Lee is the author of the book Resilience and the Future of Everyday Life, published in 2012.
He holds a B.A. degree in economics from the College of William & Mary and an M.S. in Studies of the Future (Foresight) from the University of Houston-Clear Lake.