Stryker Financial
Firm details
- Headquarters
- Emeryville, California
- CRD number
- 146273
- Website
- www.tbrins.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals62.5%
- HNWI37.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stryker Financial is a single-owner, sole-proprietorship independent RIA that serves individuals and families. The firm combines portfolio management for individuals and small businesses with insurance brokerage services. Its compensation model includes a percentage-of-AUM fee plus other fee arrangements. Stryker Financial does not identify as an active ESG investor and is not structured as a capital allocator or a multi-state adviser.
Assets & Accounts
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
- Non-Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
1 of 1
Farzad Khoshnoodi
Registered Investment Adviser - Managing PrincipalCRD 4847143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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