Stratos Private Wealth

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

12348 High Bluff Dr Ste 200, San Diego, ...

Phone Number

(914) 428-6440

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Stratos Private Wealth

Stratos Private Wealth is an independent, full-service financial planning practice based in San Diego, CA. Led by President Jeff Brown, the group provides business executives, enterprise business owners and individuals with comprehensive financial planning, tactical portfolio management and a regimented review process in order to work toward ensuring all financial affairs are current and organized. Just because you can do it on your own, doesnt mean you have to. Its our mission to help you become financially independent, so youre free to determine the best use of your time, talent and resources. True independence starts with knowing how much money youll need today, to live comfortably for the rest of your life and most people dont know where to start. Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser.Explore more
Stratos Private Wealth's Social MediaPopular SearchesStratos Private WealthSIC Code 62,628NAICS Code 52,523Show more

Stratos Private Wealth Org Chart

PhoneEmail
Janeen Kozak, Chief Operating Officer at Stratos Private Wealth
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stratos Private Wealth

<$5M
11-50
Private
-
1996
Janeen Kozak, Chief Operating Officer at Stratos Private Wealth
Janeen KozakChief Operating Officer
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
2011
RC
Rebecca ChaparroDirector, Operations
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stratos Private Wealth Tech Stack

A closer look at the technologies used by Stratos Private Wealth

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Frequently Asked Questions Regarding Stratos Private Wealth

What is Stratos Private Wealth's official website?
Stratos Private Wealth's official website is www.stratosprivatewealth.com
What is Stratos Private Wealth's Revenue?
Stratos Private Wealth's revenue is <$5 Million
What is Stratos Private Wealth's SIC code?
Stratos Private Wealth's SIC: 62,628
What is Stratos Private Wealth's NAICS code?
Stratos Private Wealth's NAICS: 52,523
How many employees does Stratos Private Wealth have?
Stratos Private Wealth has 11-50 employees
What industry does Stratos Private Wealth belong to?
Stratos Private Wealth is in the industry of: Finance, Securities Trading
What is Stratos Private Wealth competition?
Stratos Private Wealth top competitors include: Freewood Private Wealth Management, Polaris Private Wealth, Dowd Financial Group, Appaloosa Wealth Management
What companies has Stratos Private Wealth acquired?
Stratos Private Wealth has acquired the companies: Stratos Private Wealth, Kowal Financial Advisors, Spain & Smith Wealth Advisors, Pistone Wealth Advisors
What technology does Stratos Private Wealth use?
Some of the popular technologies that Stratos Private Wealth uses are: Google Universal Analytics, YCharts, Microsoft 365, Google Tag Manager
How do I contact Stratos Private Wealth?
Stratos Private Wealth contact info: Phone number: (914) 428-6440 Website: www.stratosprivatewealth.com
What does Stratos Private Wealth do?

Stratos Private Wealth is an independent, full-service financial planning practice based in San Diego, CA. Led by President Jeff Brown, the group provides business executives, enterprise business owners and individuals with comprehensive financial planning, tactical portfolio management and a regimented review process in order to work toward ensuri... ng all financial affairs are current and organized. Just because you can do it on your own, doesnt mean you have to. Its our mission to help you become financially independent, so youre free to determine the best use of your time, talent and resources. True independence starts with knowing how much money youll need today, to live comfortably for the rest of your life and most people dont know where to start. Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser.Read More

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

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