$16.0M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-18-2008
- Office Locations
- 1
Office Locations
1900 Powell Street Suite 700 Emeryville CA
About Stryker Financial
Stryker Financial is a Reno, NV-based independent advisory firm providing financial planning and portfolio management for individuals and business owners. The firm builds customized, long-term wealth strategies focused on asset allocation and risk management, using equities, mutual funds, and ETFs. Custody is supported through Charles Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$16.0M AVG AUM / ADVISOR
$301.9K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
FARZAD KHOSHNOODI
Chief Compliance Officer, Principal
- CRD
- #4847143
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,800,000 | -- |
| Non-Discretionary | $1,200,000 | -- |
| Total | $16,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing