Stratos California

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2 Park Plz Ste 350, Irvine, California, ...

Phone Number

(949) 229-6210

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Stratos California

With a passion for using our skills and experience to help others, we are dedicated to building trusted partnerships with our clients. We help our clients with their financial planning so they can build wealth and feel confident in their financial future. We seek to set ourselves apart from the conventional financial services firm. Learn how by connecting with us for a complimentary consultation. Our philosophy is simple; An educated investor is our best client. Most people leave their financial advisor confused about whats happening with their money. Our advisors are just as good at explaining investments as they are at making them. Our clients fully understand whats happening with their money at every stage of their financial journey. This meeting is a collaboration between you and our team. Our number one priority is education. At this meeting we will learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. You will learn our invesRead more
Stratos California's Social MediaPopular SearchesStratos CaliforniaStratos CorpStratos Partners IncStratos Wealth PartnersStratosSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stratos California

<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2000
LM
Leslie MontanaPresident, Financial Networks & Lpl Registered Principal
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stratos California is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stratos California is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stratos California.

Stratos California Tech Stack

A closer look at the technologies used by Stratos California

Top Finance Companies

Frequently Asked Questions Regarding Stratos California

What is Stratos California's official website?
Stratos California's official website is www.stratosca.com
What is Stratos California's Revenue?
Stratos California's revenue is <$5 Million
What is Stratos California's SIC code?
Stratos California's SIC: 62,628
What is Stratos California's NAICS code?
Stratos California's NAICS: 52,523
How many employees does Stratos California have?
Stratos California has 1-10 employees
What industry does Stratos California belong to?
Stratos California is in the industry of: Finance, Securities Trading
What is Stratos California competition?
Stratos California top competitors include: Copper Canyon Wealth Management, Vertex Capital Advisors, Goodrich and Associates, First Financial Networks
What technology does Stratos California use?
Some of the popular technologies that Stratos California uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Stratos California?
Stratos California contact info: Phone number: (949) 229-6210 Website: www.stratosca.com
What does Stratos California do?

With a passion for using our skills and experience to help others, we are dedicated to building trusted partnerships with our clients. We help our clients with their financial planning so they can build wealth and feel confident in their financial future. We seek to set ourselves apart from the conventional financial services firm. Learn how by con... necting with us for a complimentary consultation. Our philosophy is simple; An educated investor is our best client. Most people leave their financial advisor confused about whats happening with their money. Our advisors are just as good at explaining investments as they are at making them. Our clients fully understand whats happening with their money at every stage of their financial journey. This meeting is a collaboration between you and our team. Our number one priority is education. At this meeting we will learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. You will learn our investment philosophy, service model and cost structure. This ensures that you will feel comfortable with our entire process and we can both decide if we need to proceed to our next meeting. This meeting is designed to review opportunities within current tax & estate law, in addition to diving into the weeds of your current savings, investments, and income sources. Together, with your feedback, we will create a personalized strategy to help you reach your goals. *LPL Financial and Stratos Wealth Partners do not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding the tax consequences of investing. In our final meeting you will receive your full financial plan and investment recommendations based on all of the information we have compiled thus far, along with a guided tour of our online capabilities and technological integrations. Lastly, we will review our current fee schedules, future meeting agendas, and our efficient client service model to be implemented going forward. ...Read More

What are Stratos California social media links?
Stratos California Linkedin page Stratos California Twitter page Stratos California Facebook page
Is Stratos California a public company?
Stratos California is private company therefore does not currently have an official ticker symbol
See more information about Stratos California

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