S
CRD: 305938
Sure Foundation Wealth Planning, LLC
$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-17-2019
- Office Locations
- 1
Office Locations
-- Grayslake IL
About Sure Foundation Wealth Planning, LLC
Sure Foundation Wealth Planning, LLC is a Grayslake-based RIA. The firm has been operating for 6 years. Managing $11.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN BRADLEY STROM
Chief Compliance Officer, Founder, President, Senior Portfolio Manager
- CRD
- #2293885
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,362,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,362,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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