STRATITECH CONSULTING, INC.

RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$187K
Accounts
15
Employees
1
Advisory reps
2

Firm details

Headquarters
, Illinois
CRD number
231787
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stratitech Consulting, Inc. operates as a corporation focused on providing financial planning services and portfolio management specifically for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. While it does not classify itself as a capital allocator or an active ESG investor, it engages in advisory activities that aim to enhance the financial well-being of its clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • JOHN WALLER

    Investment Advisor RepresentativeCRD 6501651

  • VIRGINIA WALLER

    SecretaryCRD 6501658

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, IL

KANE

Location

, IL

Headquartered in , IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
KANE
Address
39W384 Kurt Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth