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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-2013
- Office Locations
- 1
Office Locations
About Stride Investments, LLC
STRIDE Investments, LLC (STRIDE Financial) is a Chicago-based RIA serving retirees and pre-retirees with comprehensive financial planning and retirement income planning aimed at preserving savings and reducing stock market risk. The firm is an affiliate member of the Retirement Income Source network of Income Specialists, emphasizes investor education (e.g., Mindful Money Show), and works with custodians such as Charles Schwab.
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Owner & Executives
SAMUEL ASHFORD MCELROY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6166318
- Ownership
- 50% but less than 75%
Patricia Anne McElroy
Advisor, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JOSEPH MICHAEL BIANCHI
--
- CRD
- #6929742
Daniel I Carroll
Financial Advisor
- CRD
- #2370017
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,299,621 | $153,632 |
| Non-Discretionary | $29,626,462 | $72,792 |
| Total | $200,926,083 | $132,015 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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