Stratitech Consulting, Inc.
Firm details
- Headquarters
- Saint Charles, Illinois
- CRD number
- 231787
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stratitech Consulting, Inc. operates as a corporation focused on providing financial planning services and portfolio management specifically for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. While it does not classify itself as a capital allocator or an active ESG investor, it engages in advisory activities that aim to enhance the financial well-being of its clientele.
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
Contacts
2 of 2
John Waller
Investment Advisor RepresentativeCRD 6501651
Virginia Waller
SecretaryCRD 6501658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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