Stratifi, LLC

Stratifi, LLC (CRD# 149862) is a financial advisory firm headquartered in San Francisco, CA. They manage $210,566,491 in 219 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $961,491
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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 - 9 of 9 top financial advisors.
1
Gene J. Koziarz
CRD#: 4711316
77 Geary Street, Suite 540, San Francisco, CA 94108
93
Wealthminder
score

Gene Koziarz (CRD# 4711316) is an Investment Advisor Representative working at Stratifi, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

2
Akhil (. Lodha
CRD#: 5769647
275 Sacramento St, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Akhil Lodha (CRD# 5769647) is an Investment Advisor Representative working at Stratifi, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

3
Jaipal K. Tuttle
CRD#: 2473781
77 Geary Street, Suite 540, San Francisco, CA 94108
93
Wealthminder
score

Jaipal Tuttle (CRD# 2473781) is an Investment Advisor Representative working at Stratifi, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

4
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 4 years of experience in the finance industry.

5
Conor W. Gleeson
CRD#: 6266168
77 Geary Street, Suite 540, San Francisco, CA 94108
90
Wealthminder
score

Conor Gleeson (CRD# 6266168) is an Investment Advisor Representative working at Stratifi, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

6
Nicholas M. Trepp
CRD#: 6208686
77 Geary Street, Suite 540, San Francisco, CA 94108
90
Wealthminder
score

Nicholas Trepp (CRD# 6208686) is an Investment Advisor Representative working at Stratifi, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

7
Tyler A. Grupe
CRD#: 6263295
77 Geary Street, Suite 540, San Francisco, CA 94108
87
Wealthminder
score

Tyler Grupe (CRD# 6263295) is an Investment Advisor Representative working at Stratifi, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

8
Justin G. Lent
CRD#: 5477391
77 Geary Street, Suite 540, San Francisco, CA 94108
87
Wealthminder
score

Justin Lent (CRD# 5477391) is an Investment Advisor Representative working at Stratifi, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

9
Mary Welby S. Hughes
CRD#: 6070025
Boston, MA
70
Wealthminder
score

Mary Welby Hughes (CRD# 6070025) is an Investment Advisor Representative working at Stratifi, LLC in Boston, MA and has over 3 years of experience in the finance industry.

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