$115.0M Total AUM
$115.0M Disc. AUM
-- 3Y CAGR
2 Employees
87 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-11-2012
- Office Locations
- 1
Office Locations
1201 N. Orange Suite 742 Wilmington DE
About Stratfi
Strategic Foresight Investments (StratFI) is an independent RIA founded in 2012 by CFP professional Jim Lee. The firm provides wealth management and financial planning—project-based or comprehensive—built around a disciplined, forward-looking, theme-driven investment process combining strategic foresight and fundamental analysis. Portfolios are implemented primarily with ETFs, and the firm custodies with Charles Schwab.
Team overview
54 AVG AGE
$57.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
JAMES HAROLD LEE
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #2156828
- Ownership
- 75% or more
Available
Available
Available
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J
Jaan Erik Larkin
--
- CRD
- #7987486
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,020,000 | $402,168 |
| Non-Discretionary | $0 | -- |
| Total | $115,020,000 | $402,168 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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