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 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

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

    Farzad Khoshnoodi

    Registered Investment Adviser - Managing PrincipalCRD 4847143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth