AdvisorOS Directory
Claim Profile
ES

Erik Ortlieb Strid

STRID GROUP, LLC·NEWTOWN SQUARE, Pennsylvania
Unclaimed Profile
3803 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 2332826Firm CRD# 170052
01

About

Erik Ortlieb Strid is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with STRID GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRID GROUP, LLC
CONCENTUS WEALTH ADVISORS
AUM
$800M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at STRID GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2332826
Firm CRD# 170052
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN SQUARE?

Browse all registered financial advisors in NEWTOWN SQUARE, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN SQUARE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Erik Ortlieb Strid offer?
Erik Ortlieb Strid specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Erik Ortlieb Strid's credentials?
Erik Ortlieb Strid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Ortlieb Strid located?
Erik Ortlieb Strid is based in NEWTOWN SQUARE, Pennsylvania, working with STRID GROUP, LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does Erik Ortlieb Strid charge for services?
Erik Ortlieb Strid's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRID GROUP, LLC?
STRID GROUP, LLC has approximately 10 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTOWN SQUARE
Steven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Stephen Subers Lee — LOGAN CAPITAL MANAGEMENT, INC.Paul Flick Strid — STRID GROUP, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile