Starkey & Associates, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 116023
- Website
- www.sagdesign.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Starkey & Associates, Inc. is a corporation focused on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not engage in capital allocation or serve as a pension consultant, Starkey & Associates is affiliated with a broker-dealer, which enhances its ability to manage client portfolios effectively. The firm does not actively pursue ESG investments, indicating a more traditional investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents10%
- Derivatives2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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