Stratford Consulting is an investment advisor in Addison with $619.22 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208908839
SEC advisor number
801-67931
FINRA CRD number
144009
AUM ?
$619.22 mm
(as of 30 Mar 20)
Accounts
811
(as of 30 Mar 20)
Employees
7
(5 investment advisory or research)
Address
Stratford Consulting
15303 DALLAS PARKWAY, SUITE 460
ADDISON
TX 75001
15303 DALLAS PARKWAY, SUITE 460
ADDISON
TX 75001
Office hours
Monday - Friday, M -TH: 8:30 - 5:00; FR: 8:30 - 4:30
Phone
972-960-3780
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hemp, John, Michael | Managing Member | 04/2007 | 25-50% |
Schildt, Susan, Gail | Managing Member | 04/2007 | 50-75% |
Maston, Anastasia | Chief Compliance Officer | 08/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 May 20
13F-HR
Quarterly holdings report by institutional manager
6 Feb 20
13F-HR
Quarterly holdings report by institutional manager
30 Oct 19
13F-HR
Quarterly holdings report by institutional manager
2 Aug 19
13F-HR
Quarterly holdings report by institutional manager
8 May 19
13F-HR
Quarterly holdings report by institutional manager
8 Feb 19
13F-HR
Quarterly holdings report by institutional manager
2 Nov 18
13F-HR
Quarterly holdings report by institutional manager
26 Jul 18
13F-HR
Quarterly holdings report by institutional manager
2 May 18
13F-HR
Quarterly holdings report by institutional manager
9 Feb 18