Stockdr Com Inc is a large advisory firm based in Altamonte Springs. It manages $43.5 million of regulatory assets for 827 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Michigan, and Pennsylvania.
Stockdr provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stockdr Com Inc is $43.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% 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 Stockdr Com Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. 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.
Lee Anthony Siler has been acting as President since 1 Dec 1998. Michael Alan Merbach joined the executive team most recently as the Vice President,Treasurer.
The principal office where Stockdr Com Inc performs its advisory services is located at 377 Maitland Ave, Suite 113, Altamonte Springs, FL 32701, 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 407-831-8002 or by fax 407-831-4101. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.stockdr.com.