Stratton Management Company is a large advisory firm based in King Of Prussia. It manages $1.15 billion of regulatory assets for 565 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Arizona, California, and 28 other states.
Stratton Management Company provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stratton Management Company is $1.15 billion. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stratton Management Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William John Reuter has been acting as President since 1 May 2008. Bb&T Corporation joined the executive team most recently as the Owner.
The principal office where Stratton Management Company performs its advisory services is located at 150 South Warner Rd., King Of Prussia, PA 19406 2826, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-941-0888 or by fax 610-941-0330. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at strattonmgt.com.