The STRATOS WEALTH HOLDINGS is a publicly held investment adviser that advises $28.26Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STRATOS WEALTH HOLDINGS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 147.92% over the last 5-years.
The Group has been registered with the SEC for 16.27 years and is comprised of 4 filing and 0 relying advisers. They operate out of 44 office locations with their Headquarters at 3750 PARK EAST DR STE 200, CLEVELAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 22 US and Non-US bodies.
They have 886 employees comprised of 428 investment and 458 non-investment staff. The total number of Employees increased by 70.38% over the last 5-years.
Their $28.26Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 656 other accounts. Assets of High Net Worth Individuals clients own $16.64Bn or 58.89% of Total Assets and Individuals own $6.96Bn or 24.63% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
STRATOS WEALTH HOLDINGS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.