Stratz & Company Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

180 S Lake Ave Ste 400, Pasadena, Califo...

Phone Number

(626) 799-5151

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Stratz & Company Financial Services

Stratz & Company Financial Services is dedicated to guiding individuals and families through their financial journeys by offering a range of services including investment management, financial planning, retirement strategies, tax planning, and estate planning. As independent advisors, they prioritize personalized service without account minimums or proprietary products, ensuring that clients receive tailored financial solutions. The firm is also committed to community engagement, supporting various organizations and initiatives that promote education and well-being. Their approach emphasizes understanding each client's unique needs and developing strategies to help them achieve their financial goals.Explore more
Stratz & Company Financial Services's Social MediaPopular SearchesStratz & Company Financial ServicesStratz & Costratzfinancial.comTim StratzSIC Code 62,628NAICS Code 52,523Show more

Stratz & Company Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stratz & Company Financia...

<$5M
1-10
Private
-
1998
$6.6M
11-50
Private
-
2000
Erin Gay, Founder & Chief Executive Officer at Legacy Financial Associates
Erin GayFounder & CEO
<$5M
1-10
Private
-
2007
JL
Jamie LalsingAdministrator Pa
<$5M
1-10
Private
-
2011
Justin Cress, President & Chief Executive Officer at Cress Wealth Strategies
Justin CressPresident & CEO
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
2014
SH
Steven HaugPresident & CEO
<$5M
1-10
Private
-
-
JL
Jeremy LaubIndependent Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stratz & Company Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stratz & Company Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stratz & Company Financial Services.

Stratz & Company Financial Services Tech Stack

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Frequently Asked Questions Regarding Stratz & Company Financial Services

What is Stratz & Company Financial Services's official website?
Stratz & Company Financial Services's official website is www.stratzfinancial.com
What is Stratz & Company Financial Services's Revenue?
Stratz & Company Financial Services's revenue is <$5 Million
What is Stratz & Company Financial Services's SIC code?
Stratz & Company Financial Services's SIC: 62,628
What is Stratz & Company Financial Services's NAICS code?
Stratz & Company Financial Services's NAICS: 52,523
How many employees does Stratz & Company Financial Services have?
Stratz & Company Financial Services has 1-10 employees
What industry does Stratz & Company Financial Services belong to?
Stratz & Company Financial Services is in the industry of: Finance, Securities Trading
What is Stratz & Company Financial Services competition?
Stratz & Company Financial Services top competitors include: Cress Wealth Strategies, The River Suite Wealth Partners, Laub Financial, Legacy Financial Associates
What technology does Stratz & Company Financial Services use?
Some of the popular technologies that Stratz & Company Financial Services uses are: Cloudflare Website Optimization, Datadog, Adobe Typekit, Microsoft 365
How do I contact Stratz & Company Financial Services?
Stratz & Company Financial Services contact info: Phone number: (626) 799-5151 Website: www.stratzfinancial.com
What does Stratz & Company Financial Services do?

Stratz & Company Financial Services is dedicated to guiding individuals and families through their financial journeys by offering a range of services including investment management, financial planning, retirement strategies, tax planning, and estate planning. As independent advisors, they prioritize personalized service without account minimums or... proprietary products, ensuring that clients receive tailored financial solutions. The firm is also committed to community engagement, supporting various organizations and initiatives that promote education and well-being. Their approach emphasizes understanding each client's unique needs and developing strategies to help them achieve their financial goals.Read More

What are Stratz & Company Financial Services social media links?
Stratz & Company Financial Services Twitter page Stratz & Company Financial Services Facebook page
Is Stratz & Company Financial Services a public company?
Stratz & Company Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Stratz & Company Financial Services

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