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
- 09-17-2020
- Office Locations
- 1
Office Locations
About Strauss Financial Group
Strauss Financial Group is a Hoover, Alabama RIA serving retail investors, including entrepreneurs, with financial planning plus tax/estate planning, retirement plan guidance, insurance, and discretionary portfolio construction/asset management. Investment implementation leans heavily on ETFs and public funds, with selective use of alternatives such as private equity, real estate, and hedge funds. Primary custodian is Fidelity/NFS; runs on Advyzon.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN ARTHUR STRAUSS
Advisor, Chief Compliance Officer, President
- CRD
- #6258773
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
HEIDI BEACH STRAUSS
Advisor
- CRD
- #1257403
JOHN WALTER STRAUSS
Advisor
- CRD
- #734420
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,000,000 | $345,000 |
| Non-Discretionary | $0 | -- |
| Total | $276,000,000 | $345,000 |
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 |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing