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).
Total Assets Under Management367MILLION
Total Number of Accounts516ACCOUNTS
Average Account Value$711,762
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, MA, NY
Gene Koziarz (CRD# 4711316) is an Investment Advisor Representative working at Stratifi, LLC in Boston, MA and has over 6 years of experience in the finance industry.
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.