STRATTON CAPITAL INVESTMENT ADVISORY LLC

CRD 307491 · SEC 801-132386

430 PARK AVENUE, NEW YORK, NY, 10022, United States

Phone

+ 1 (212) 849-1773

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$138.3M

Discretionary AUM

$135.7M

Team

13 total employees; 7 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	582	$56.6M
High net worth individuals	61	$75.4M
Pension/profit sharing plans	15	$2.7M
Corporations/business entities	5	$3.7M

VT, MA, NJ, NY, TX, FL

Official SEC filing: View on IAPD