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Strada Financial Group LLC

● SEC registered since 2024CRD 316987SEC# 801-129391Fairview, OR
Export (members)
Reg. AUM
$125.9M
Employees
4
Accounts
206
Location
Fairview, OR

Strada Financial Group LLC assets under management

Strada Financial Group LLC is a registered investment adviser overseen by the SEC based in Fairview, OR. The firm has been registered since 2024. It reports $125.9 million in regulatory assets under management and employs 4 people.
www.stradafg.comView on SEC.gov ↗

Strada Financial Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Harris ControlManaging Partner And Chief Compliance Officer50-75%2017

Frequently asked questions

How much does Strada Financial Group LLC manage?

Strada Financial Group LLC reports $125.9 million in regulatory assets under management on its Form ADV.

How many employees does Strada Financial Group LLC have?

Strada Financial Group LLC reports 4 employees.

Where is Strada Financial Group LLC located?

Strada Financial Group LLC is based in Fairview, OR and has been SEC-registered since 2024.

Does Strada Financial Group LLC disclose fund performance?

Strada Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1510 NE Village St, Fairview, OR 97024
Phone503-667-5355
Fax503-667-5369
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.9M
Non-discretionary$0
Total (RAUM)$125.9M