Company Overview
- Headquarters
- 5058 Waterford Drive Sheffield, Elyria OH
- Website
- stratafinancial.com
- Phone
- (440) 934-3222
- Employees
- 9
- Founded in
- 1998
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 523 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is Strata Financial Group
Strata Financial Group, LLC is a financial advising firm based in Elyria, Ohio. With a small, close-knit team of five employees, Strata Financial Group has been providing expert financial services since its founding in 1998. The company manages over $200 million in assets for a diverse clientele of individuals and businesses. Strata Financial Group specializes in wealth management and financial advising, offering a comprehensive range of services tailored to both individuals and companies. Individuals can access financial planning, portfolio management, investment management, investment review, and advisory services. For businesses, Strata helps establish 401(k) & profit-sharing plans, cash balance plans, business investment accounts, and various other types of retirement and benefit plans. The Strata team is comprised of advisors with a range of specialized qualifications, including CPA certifications, PFS designations, Anthony Campagni, CFP®, FINRA series licences, and a dedicated support staff. They operate under the broker-dealer Royal Alliance Associates, Inc., which provides additional legal, compliance, business, and account-related services. Strata Financial Group can be reached by phone at 440-934-3222 or through their website at www.stratafinancial.com. Their website also includes information on their full product offering, consultation options, and newsletter sign-ups.
Company Leadership
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