Be advised. This firm is no longer registered.

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).

Current Firm Details
77 Geary Street, Suite 540, San Francisco, CA 94108
http://www.stratifi.com
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, NY

Financial Advisors at Stratifi, LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals