This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2013
- Office Locations
- 1
Office Locations
About Stratus Advisory Group, Inc.
Stratus Advisors (Stratus Advisory Group, Inc.) is a planning-led RIA providing personal, investment, and retirement planning for clients seeking goal-based strategies. The team aligns portfolios to risk tolerance and objectives, with access to a broad range of investment and insurance products and an emphasis on tax-advantaged retirement solutions. Custody is through Fidelity/NFS, and the firm supports clients with an online resource center (calculators, articles, tax resources).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADAM JOHN HIRZEL
President, VICE PRESIDENT
- CRD
- #7047008
- Ownership
- 75% or more
TONDA MARIE OLDS
DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,548,155 | -- |
| Non-Discretionary | $6,066,428 | -- |
| Total | $64,614,583 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing