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- Custodian
- SEI ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-09-2022
- Office Locations
- 1
Office Locations
About Strada Financial Group LLC
Strada Financial Group is an Oregon-based RIA serving individuals, families, and business owners with integrated financial planning, investment management, and tax planning. Credentialed tax and investment professionals build customized plans, coordinate insurance and estate considerations, and actively monitor markets and tax-law changes with ongoing rebalancing. Portfolios lean on ETFs and are supported by a team-based service model (SEI platform).
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN HARRIS
Chief Compliance Officer, Managing Partner, Wealth Advisor
- CRD
- #6477416
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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Tyson Willes Papenfuss
--
- CRD
- #7836149
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,217,097 | $747,498 |
| Non-Discretionary | $0 | -- |
| Total | $159,217,097 | $747,498 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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