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STRID GROUP, LLC
STRID GROUP, LLC
CONCENTUS WEALTH ADVISORS
NEWTOWN SQUARE, Pennsylvania
·
2 registered advisors
·
CRD# 170052
SEC# 801-79182
0
(610) 994-9190
01
Firm Overview
AUM
$800M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRID GROUP, LLC
2 registered advisors
Erik Ortlieb Strid
NEWTOWN SQUARE, Pennsylvania
CRD# 2332826
Paul Flick Strid
NEWTOWN SQUARE, Pennsylvania
CRD# 4718044
05
Office Locations
NEWTOWN SQUARE, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. STRID GROUP, LLC (CRD# 170052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.