About STRATUS ADVISORY GROUP, INC.
STRATUS ADVISORY GROUP, INC. is a financial consulting firm with a team of experienced professionals who are dedicated to providing exceptional financial services to their clients. Founded in 2005, the firm has established a strong presence in the industry and has consistently helped their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
STRATUS ADVISORY GROUP, INC. offers a wide range of financial services to help their clients make informed decisions and achieve financial success. Some of the key takeaways include:
- Expertise in financial planning, investment management, and retirement planning.
- Personalized services tailored to each client’s unique needs and goals.
- In-depth analysis and research to guide clients in making sound financial decisions.
- Commitment to providing exceptional customer service and building long-term relationships with clients.
Facts and Insights
STRATUS ADVISORY GROUP, INC. has built a solid reputation for providing top-notch financial services to their clients. Some interesting facts and insights about the firm include:
- Managed over $500 million in assets for their clients.
- A team of 20 experienced financial advisors with a combined experience of over 200 years.
- Strong focus on research and analysis, using cutting-edge technology and tools to guide their investment decisions.
- Strategic partnerships with leading financial institutions to offer a diverse range of investment options to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 16 years |
Financial Services Offered
STRATUS ADVISORY GROUP, INC. offers a comprehensive range of financial services to their clients. Some of their primary services include:
- Financial planning and goal setting.
- Investment management and portfolio analysis.
- Retirement planning and income strategies.
- Estate planning and tax strategies.
- Insurance and risk management solutions.
Client Types
STRATUS ADVISORY GROUP, INC. serves a diverse range of clients, including:
- Individuals and families seeking assistance with personal financial planning and investment management.
- Small business owners looking for retirement or succession planning.
- Corporate executives in need of comprehensive wealth management solutions.
- Institutional clients such as endowments and foundations.
Fees & Compensation
STRATUS ADVISORY GROUP, INC. operates on a fee-based model, which means that they receive compensation for their services as a percentage of the client’s assets under management. This model ensures that the firm’s interests are aligned with their clients’ financial goals and success.
Background
STRATUS ADVISORY GROUP, INC. was founded in 2005 by a team of experienced financial professionals who believed in providing independent, unbiased financial advice to their clients. The firm has since grown into a reputable and well-respected name in the industry, known for their commitment to excellence and personalized approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, STRATUS ADVISORY GROUP, INC. follows strict regulations and guidelines set by regulatory bodies. They are committed to full transparency and have no disclosures to report.