STRATIFI, LLC

SAN FRANCISCO, California·4 registered advisors·CRD# 149862
SEC# 801-701730415-548-6421
01

Firm Overview

AUM
$85M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at STRATIFI, LLC

4 registered advisors
Akhil (nmn) Lodha
SAN FRANCISCO, California
Gene Joseph Koziarz
SAN FRANCISCO, California
Michael T Furlong
BOSTON, Massachusetts
Thomas Paul Kennett
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
2 advisors
SAN FRANCISCO, California
2 advisors

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Data sourced from SEC Form ADV filings. STRATIFI, LLC (CRD# 149862) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.