Strada Financial Group LLC
● SEC registered since 2024CRD 316987SEC# 801-129391Boring, OR
Reg. AUM
$159.2M
Employees
4
Accounts
213
Location
Boring, OR
Strada Financial Group LLC assets under management
Strada Financial Group LLC is a registered investment adviser overseen by the SEC based in Boring, OR. The firm has been registered since 2024. It reports $159.2 million in regulatory assets under management and employs 4 people.
Strada Financial Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Harris Control | Managing Partner And Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Strada Financial Group LLC manage?
Strada Financial Group LLC reports $159.2 million in regulatory assets under management on its Form ADV.
How many employees does Strada Financial Group LLC have?
Strada Financial Group LLC reports 4 employees.
Where is Strada Financial Group LLC located?
Strada Financial Group LLC is based in Boring, OR and has been SEC-registered since 2024.
Does Strada Financial Group LLC disclose fund performance?
Strada Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 28600 SE Highway 212, Boring, OR 97009 |
| Phone | 503-667-5355 |
| Fax | 503-667-5369 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.2M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$159.2Mregulatory AUM
Discretionary $159.2M