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STRADA FINANCIAL GROUP LLC
CRD 316987 · SEC 801-129391
28600 SE HIGHWAY 212, BORING, OR, 97009, United States
Phone
503-667-5355
Fax
503-667-5369
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.2M
Discretionary AUM
$159.2M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersDST AND REAL ESTATE INVESTMENT SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $54.9M |
| High net worth individuals | 46 | $104.3M |
States served
AZ, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD