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).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • 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
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

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 P. Bernstein
CRD#: 810309
804 Douglas Road, Suite 363, Coral Gables, FL 33134

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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