← Back to searchVisit website
STRIDE INVESTMENTS, LLC
CRD 167037 · SEC 801-118363
1925 N CLYBOURN AVE, SUITE 301, CHICAGO, IL, 60614, United States
Phone
312-767-9166
Fax
888-380-9509
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.9M
Discretionary AUM
$171.3M
Team
8 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSUB-ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 448 | $108.2M |
| High net worth individuals | 76 | $88.9M |
| Corporations/business entities | 7 | $3.8M |
States served
AZ, CA, CO, IL, IN, MD, MI, NC, OH, OR, PA, TN, WI, TX, FL
All web addresses on file
- https://www.linkedin.com/company/-properties-financial/
- https://www.stridefinancialadvisors.com
- HTTPS://WWW.FACEBOOK.COM/AT-FINANCIAL-342289442586266/
- https://www.facebook.com/stridefinancialadvisors
- https://twitter.com/stride_chicago
- https://www.linkedin.com/company/stridefinancialadvisors/?viewAsMember=true
- https://www.instagram.com/stridefinancialadvisors/
- HTTP://WWW.ATFINANCIAL-EDU.COM/
- https://www.tailoredretirement.com
- HTTPS://TWITTER.COM/AT_FINANCIAL
- HTTP://WWW.ATFINANCIAL.COM/
- https://www.youtube.com/channel/UCdUk30JpRJNslyi5TNYlDJQ/videos
Official SEC filing: View on IAPD