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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-27-2017
- Office Locations
- 1
Office Locations
About Marketstrats, LLC
MarketStrats, LLC is an independent, fee-only fiduciary private wealth manager based in Cape Coral, FL. The firm delivers holistic financial planning and portfolio management aligned to client goals, with evidence-based portfolio construction that is primarily implemented with ETFs. Clients get a secure portal with visibility into held-away accounts plus regular performance updates. Led by founder/CEO Keith Finkelstein, CMT; custody includes Charles Schwab.
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Owner & Executives
KEITH DANIEL FINKELSTEIN
Chief Executive Officer, Founder
- CRD
- #6378158
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,704,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,704,651 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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