Adviser Profile
| As of Date | 02/09/2021 |
| Registration status | Registration Changed to STRATTON CAPITAL INVESTMENT ADVISORY LLC |
| ADV Location | WINHALL, VT, United States |
| AUM* | 395,476 |
| of that, discretionary | 395,476 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 39,548 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
395K
339K
282K
226K
169K
113K
56K
2020
2021
Private Funds
No private funds