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 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
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 1FARZAD 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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