STRYKER FINANCIAL

RIASEC Registered
Total AUM
$16M
Discretionary
$14.8M
93% of AUM
Avg account
$163K
Accounts
98
Employees
1
Advisory reps
1

Firm details

Headquarters
EMERYVILLE, California
CRD number
146273
Fee structure
Percentage of AUM, Other
Client types
  • Individuals62.5%
  • HNWI37.5%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stryker Financial operates as a sole proprietorship controlled by an individual owner and focuses on portfolio management for individuals and small businesses while also acting as an insurance broker. Its client base spans individual and family clients as well as some institutional relationships. Compensation mixes a percentage-of-AUM model with other fee arrangements. Regulatory and classification details are limited in the record; the firm is not identified as a multi-state adviser and does not report active ESG investing, pension consulting, or related-adviser status. The firm does not position itself as a capital allocator and is described as an unclassified adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%97%
  • Non-Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • FARZAD KHOSHNOODI

    Registered Investment Adviser - Managing PrincipalCRD 4847143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth