Stratitech Consulting, Inc.

RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$187K
Accounts
15
Employees
1
Advisory reps
2

Firm details

Headquarters
Saint Charles, Illinois
CRD number
231787
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stratitech Consulting, Inc. is a small, privately owned corporate advisory firm focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients via a combination of AUM-based fees and hourly charges. Filings identify the adviser as an individual-owned corporation with no classification as a capital allocator, and it does not present itself as an ESG-focused or multi-state adviser. The SEC registration year is not provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • John Waller

    John Waller

    Investment Advisor RepresentativeCRD 6501651

  • Virginia Waller

    SecretaryCRD 6501658

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saint Charles, IL

Kane

Location

Saint Charles, IL

Headquartered in Saint Charles, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Kane
Address
39 W384 Kurt Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth