Stratigraphic Asset Management, Inc.

Stratigraphic Asset Management, Inc. (CRD# 107119) is a financial advisory firm headquartered in Coral Gables, FL. They manage $117,949,477 in 76 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $1,551,967
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.

FL, TX

Financial Advisors at Stratigraphic Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Alan S. Bernstein
CRD#: 19989
804 Douglas Road, Suite 363, Coral Gables, FL 33134
93
Wealthminder
score

Alan Bernstein (CRD# 19989) is an Investment Advisor Representative working at Stratigraphic Asset Management, Inc. in Coral Gables, FL and has over 37 years of experience in the finance industry.

2
Jayusia P. Bernstein
CRD#: 810309
804 Douglas Road, Suite 363, Coral Gables, FL 33134
93
Wealthminder
score

Jayusia Bernstein (CRD# 810309) is an Investment Advisor Representative working at Stratigraphic Asset Management, Inc. in Coral Gables, FL and has over 29 years of experience in the finance industry.

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