Stryker Financial
Firm details
- Headquarters
- Emeryville, California
- CRD number
- 146273
- Website
- www.tbrins.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals62.5%
- HNWI37.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stryker Financial operates as a single-owner, sole proprietorship focused on serving individual and family clients. The firm combines advisory work—portfolio management for individuals and small businesses—with insurance brokerage activity, which shapes its product mix and client conversations. Its stated fee model includes a percentage-of-assets-under-management arrangement plus other unspecified fees. Stryker Financial does not present itself as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant.
Assets & Accounts
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
- Non-Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
1 of 1
Farzad Khoshnoodi
Registered Investment Adviser - Managing PrincipalCRD 4847143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Emeryville, CA
Alameda
Location
Emeryville, CA
Headquartered in Emeryville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1900 Powell St
- Time zone
- PT (UTC-8)
- Office locations
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