STRATA Trust Company

  • Financial Services
  • Waco TX
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
7901 Woodway Dr Ste 200, Waco TX
Website
stratatrust.com
Phone
(866) 928-****
Employees
13
Founded in
2008
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
52399 - All Other Financial Investment Activities
523991 - Trust, Fiduciary, and Custody Activities
SIC Codes
67 - Holding and Other Investment Offices
673 - Trusts
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Financials & Stats

Revenue

$11B

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Who is STRATA Trust Company

STRATA Trust Company is a United States-based trust company headquartered in Waco, Texas. The company employs 13 individuals and generates an annual revenue of $11.4 million. STRATA Trust Company specializes in providing administration and custody services for both alternative and traditional assets. They cater to investors seeking to reach their retirement goals by offering specialized services tailored to the complexities of alternative investments. Their offerings extend to both self-directed IRA accounts and broader retirement planning solutions. Founded in 2008, STRATA Trust Company boasts a commitment to exceptional customer service and a flexible approach to investments. While they've undergone a rebranding, shifting from Self Directed IRA Services, Inc. to STRATA Trust Company, their dedication to serving their clients' needs remains unchanged. Individuals interested in learning more about STRATA Trust Company's services can visit their website at stratatrust.com.

Company Leadership

Kelli Click

President

Phone Email
Kaitlyn Felan

Director Of Accounting

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STRATA Trust Company Industry Tags

Team of experienced self directed IRA professionals (150+ years)
Nationwide services
IRA services for crowdfunding portals
Competitive fee schedule
Quick and responsive turnaround times
Excellent customer service
Alternative Assets
Alternative Investments
Self-Directed IRA
SDIRA
RothIRA
TraditionalIRA
Customer Service
Retirement Planning
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Companies Similar to STRATA Trust Company

Analyze industry trends and opportunities by examining competitors and companies comparable to STRATA Trust Company, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
11M 39 Austin, TX 2008
11M 21 Ann Arbor, MI 1978
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FAQ

What is the location of STRATA Trust Company's headquarters?
The headquarters of STRATA Trust Company are situated at 7901 Woodway Dr Ste 200, Waco TX
What is STRATA Trust Company's phone number?
STRATA Trust Company's contact number is (866) 928-****.
What is STRATA Trust Company's official website?
The official website of STRATA Trust Company can be found at stratatrust.com.
What is STRATA Trust Company's current revenue?
As of February 2019, STRATA Trust Company's annual revenue reached $11B.
How many employees does STRATA Trust Company currently have?
STRATA Trust Company employs approximately 13+ people as of February 2019
Which industries is STRATA Trust Company primarily operating in?
STRATA Trust Company operates in the following industries: Finance, Credit
Who is the President of STRATA Trust Company?
STRATA Trust Company's President is Kelli Click
What are STRATA Trust Company's industry tags?
STRATA Trust Company's industry tags include: Team of experienced self directed IRA professionals (150+ years), Nationwide services, IRA services for crowdfunding portals
When was STRATA Trust Company founded?
STRATA Trust Company was founded in 2008.

Employee Directory

Key Employees

Jeff Thompson

Executive Vice President

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Jessica Gaddy

Client Services Acting Manager

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Margaret McVan

Vice President, Client Experience

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Teresa Fugitt

Operations Asset Reconciliation

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Ryan Thavaradhara

Software Engineer

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Chris Young

Content Marketing Manager

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Christy Allison

client Services Specialist

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