Stratford Advisors, Inc. is an adviser based in Winston Salem. It manages $56.82 million of regulatory assets for 142 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of North Carolina.
Stratford Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stratford Advisors, Inc. is $56.82 million. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stratford Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Stratford Advisors, Inc. performs its advisory services is located at 3831 Country Club Road, Winston Salem, NC 27104 2921, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 336-777-3670 or by fax 336-777-3671. The normal business hours are 8:30am - 5pm on Monday - Friday. You can find more information about the New York firm at www.stratfordadvisors.com.