Stratigraphic Asset Management, Inc.
Stratigraphic Asset Management, Inc. (CRD# 107119) is a financial advisory firm headquartered in Coral Gables, FL. They manage $160,044,454 in 64 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stratigraphic Asset Management, Inc.
By the Numbers
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Total Assets Under Management160MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$2,500,695
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Stratigraphic Asset Management, Inc.
1
Alan Bernstein (CRD# 19989) is an Investment Advisor Representative working at Stratigraphic Asset Management, Inc. in Coral Gables, FL and has over 44 years of experience in the finance industry.
2
Jayusia Bernstein (CRD# 810309) 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.
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