Unclaimed Profile

Paul Flick Strid

STRID GROUP, LLC·NEWTOWN SQUARE, Pennsylvania

Clean recordSTRID GROUP, LLC

3803 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 4718044Firm CRD# 170052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Flick Strid · NEWTOWN SQUARE, PA

Registration

CRD #4718044 · STRID GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Flick 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STRID GROUP, LLC

CONCENTUS WEALTH ADVISORS

AUM

$800M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4718044

Firm CRD# 170052

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Flick Strid offer?

Paul Flick Strid specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Paul Flick Strid's credentials?

Paul Flick Strid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Flick Strid located?

Paul Flick 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 Paul Flick Strid charge for services?

Paul Flick 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.

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