Stryker Financial

RIASEC Registered
Total AUM
$17.6M
Discretionary
$16M
91% of AUM
Avg account
$180K
Accounts
98
Employees
1
Advisory reps
1

Firm details

Headquarters
Emeryville, California
CRD number
146273
Fee structure
Percentage of AUM, Other
Client types
  • HNWI72.16%
  • Individuals27.84%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stryker Financial is a small, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage activity, and its fee model includes a percentage-of-AUM component plus other fees. The adviser is run by an individual owner and is not documented as a multi-state or pension consulting specialist; it does not present itself as an active ESG investor or a capital allocator to separate outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%97%
  • Non-Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • Farzad Khoshnoodi

    Farzad Khoshnoodi

    Registered Investment Adviser - Managing PrincipalCRD 4847143

Wealth teams

FINTRX

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

Emeryville, CA

Alameda

Location

Emeryville, CA

Headquartered in Emeryville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Alameda
Address
1900 Powell St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth