Strata Financial Group

  • Financial Services
  • Elyria OH
  • 9 employees
  • Financial Services
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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 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$1B

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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

Lawrence Simon

President

Phone Email
Emily Dohnenko

Director of Business Operations, Executive Assistant

Phone Email

Strata Financial Group Industry Tags

Wealth Management
Financial Planning
Business Retirement Planning
Financial Advising
Estate Consulting
College Savings Plans
Portfolio Management
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Strata Financial Group Tech Stack

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FAQ

What is the location of Strata Financial Group's headquarters?
The headquarters of Strata Financial Group are situated at 5058 Waterford Drive Sheffield, Elyria OH
What is Strata Financial Group's phone number?
Strata Financial Group's contact number is (440) 934-3222.
What is Strata Financial Group's official website?
The official website of Strata Financial Group can be found at stratafinancial.com.
What is Strata Financial Group's current revenue?
As of February 2019, Strata Financial Group's annual revenue reached $1B.
How many employees does Strata Financial Group currently have?
Strata Financial Group employs approximately 9+ people as of February 2019
Which industries is Strata Financial Group primarily operating in?
Strata Financial Group operates in the following industries: Finance, Credit
Who is the President of Strata Financial Group?
Strata Financial Group's President is Lawrence Simon
What are Strata Financial Group's industry tags?
Strata Financial Group's industry tags include: Wealth Management, Financial Planning, Business Retirement Planning
When was Strata Financial Group founded?
Strata Financial Group was founded in 1998.

Employee Directory

Key Employees

Anthony Campagni

Partner

Phone Email