STRATOS WEALTH PARTNERS, LTD
Company Profile
| AUM* | 27,531,647,858 51% |
| of that, discretionary | 26,697,379,029 52% |
| Number of Employees | 877 31% |
| of those in investment advisory functions | 423 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 403,359 23% |
| High Net Worth | 18.12% 152% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
27B
23B
19B
15B
11B
8B
4B
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds