S
$29.8M Total AUM
$29.3M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-09-1998
- Office Locations
- 1
Office Locations
200 E. Evergreen Suite 104 Mount Prospect IL
About Stratford Investment Advisory Group, Inc.
Stratford Investment Advisory Group, Inc. is a Mt. Prospect-based RIA. The firm has been operating for 28 years. Managing $29.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$29.8M AVG AUM / ADVISOR
$994.1K AVG AUM / CLIENT
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ARTHUR JOHN BUSBY JR
Chief Compliance Officer, Owner, President
- CRD
- #1535524
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,271,484 | $494,035 |
| Non-Discretionary | $551,794 | $202,634 |
| Total | $29,823,278 | $431,933 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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