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STRATFI
STRATEGIC FORESIGHT INVESTMENTS LLC
CRD 164744 · SEC 801-134073
1201 N. ORANGE, SUITE 742, WILMINGTON, DE, 19801, United States
Phone
302-884-6742
Fax
302-573-2507
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.0M
Discretionary AUM
$115.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $15.8M |
| High net worth individuals | 46 | $99.1M |
States served
CA, DE, TX
All web addresses on file
Official SEC filing: View on IAPD