Assets Under Management
$2.4B
Number of Clients
3
Number of Advisors
5
Average Client AUM
$814.1M
AUM per Advisor
$488.4M
Compensation
Fee-Only (AUM)
Stratos Investment Management (SIM) acts as a portfolio manager for wrap fee programs and provides subadvisory services. SIM offers ongoing portfolio management based on client goals, objectives, time horizon, and risk tolerance. SIM primarily acts as a subadviser to IARs.
3750 Park East Drive Suite 200, Beachwood, OH, 44122