Stratifi, LLC

Stratifi, LLC (CRD# 149862) is a financial advisory firm headquartered in Boston, MA. They manage $367,269,141 in 516 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $711,762
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, NY

Financial Advisors at Stratifi, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gene J. Koziarz
CRD#: 4711316
50 Congress Street, Suite 340, Boston, MA 02109
93
Wealthminder
score

Gene Koziarz (CRD# 4711316) is an Investment Advisor Representative working at Stratifi, LLC in Boston, MA and has over 5 years of experience in the finance industry.

2
Michael T. Furlong
CRD#: 6079678
275 Sacramento St, 8th Floor, San Francisco, CA 94111
90
Wealthminder
score

Michael Furlong (CRD# 6079678) is an Investment Advisor Representative working at Stratifi, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

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