Stars & Stripes Financial Advisors
Firm details
- Headquarters
- ,
- CRD number
- 317606
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stars & Stripes Financial Advisors is an independent, individual-owned limited liability RIA that serves primarily individual and family clients. The firm acts as a capital allocator and offers a mix of fee arrangements, including assets-under-management fees, hourly billing, and fixed-fee engagements. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses as well as for businesses or institutions, manager selection, and delivering educational seminars and workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- State & Local Bonds13%
- Investment Grade Corp Bonds10%
- US Government Bonds9%
- Sovereign Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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