STRATFORD INVESTMENT ADVISORY GROUP INC.
Legal name: STRATFORD INVESTMENT ADVISORY GROUP, INC.
CRD #111363 SEC #801-36259 MT. PROSPECT, IL 847-577-7003
SEC Registered
Total AUM
$26.3M
Discretionary
$23.7M
Employees
1
Clients
--
Accounts
61
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $26.3M | $23.7M | $2.6M | 1 | 0 |
| Jun 2023 | $26.3M | $23.7M | $2.6M | 1 | 0 |
| Jun 2023 | $26.3M | $23.7M | $2.6M | 1 | 0 |
| Mar 2023 | $26.3M | $23.7M | $2.6M | 1 | 0 |
| Mar 2022 | $167.3M | $43.3M | $124M | 1 | 0 |
| Mar 2021 | $171.1M | $43.2M | $127.9M | 1 | 0 |
| Jun 2020 | $149.4M | $42M | $107.4M | 1 | 0 |
| Mar 2020 | $149.4M | $42M | $107.4M | 1 | 0 |
| Mar 2019 | $129.8M | $38.9M | $90.9M | 1 | 0 |
| Mar 2018 | $131.9M | $40.1M | $91.7M | 1 | 0 |
| Mar 2017 | $129.8M | $42.4M | $87.5M | 1 | 26 |
| Mar 2016 | $134.9M | $47.8M | $87M | 1 | 26 |
| Mar 2015 | $136.8M | $48.9M | $87.8M | 1 | 26 |
| Mar 2014 | $129.7M | $49.4M | $80.3M | 1 | 26 |
| Mar 2013 | $144.9M | $54.6M | $90.3M | 1 | 26 |
| Mar 2012 | $127.6M | $52.2M | $75.4M | 1 | 26 |
| Apr 2011 | $128.6M | $49M | $79.5M | 5 | -- |
| Mar 2010 | $121.7M | $46.6M | $75.1M | 5 | -- |
| Mar 2009 | $135.8M | $45.1M | $90.7M | 5 | -- |
| Mar 2008 | $135.5M | $35.1M | $100.3M | 5 | -- |
| Mar 2007 | $103.6M | $11.5M | $92.1M | 5 | -- |
| Mar 2006 | $101.5M | $11.3M | $90.2M | 5 | -- |
DateJun 2023
Total AUM$26.3M
Discretionary$23.7M
Non-Disc.$2.6M
Employees1
Clients0
DateJun 2023
Total AUM$26.3M
Discretionary$23.7M
Non-Disc.$2.6M
Employees1
Clients0
DateJun 2023
Total AUM$26.3M
Discretionary$23.7M
Non-Disc.$2.6M
Employees1
Clients0
DateMar 2023
Total AUM$26.3M
Discretionary$23.7M
Non-Disc.$2.6M
Employees1
Clients0
DateMar 2022
Total AUM$167.3M
Discretionary$43.3M
Non-Disc.$124M
Employees1
Clients0
DateMar 2021
Total AUM$171.1M
Discretionary$43.2M
Non-Disc.$127.9M
Employees1
Clients0
DateJun 2020
Total AUM$149.4M
Discretionary$42M
Non-Disc.$107.4M
Employees1
Clients0
DateMar 2020
Total AUM$149.4M
Discretionary$42M
Non-Disc.$107.4M
Employees1
Clients0
DateMar 2019
Total AUM$129.8M
Discretionary$38.9M
Non-Disc.$90.9M
Employees1
Clients0
DateMar 2018
Total AUM$131.9M
Discretionary$40.1M
Non-Disc.$91.7M
Employees1
Clients0
DateMar 2017
Total AUM$129.8M
Discretionary$42.4M
Non-Disc.$87.5M
Employees1
Clients26
DateMar 2016
Total AUM$134.9M
Discretionary$47.8M
Non-Disc.$87M
Employees1
Clients26
DateMar 2015
Total AUM$136.8M
Discretionary$48.9M
Non-Disc.$87.8M
Employees1
Clients26
DateMar 2014
Total AUM$129.7M
Discretionary$49.4M
Non-Disc.$80.3M
Employees1
Clients26
DateMar 2013
Total AUM$144.9M
Discretionary$54.6M
Non-Disc.$90.3M
Employees1
Clients26
DateMar 2012
Total AUM$127.6M
Discretionary$52.2M
Non-Disc.$75.4M
Employees1
Clients26
DateApr 2011
Total AUM$128.6M
Discretionary$49M
Non-Disc.$79.5M
Employees5
Clients--
DateMar 2010
Total AUM$121.7M
Discretionary$46.6M
Non-Disc.$75.1M
Employees5
Clients--
DateMar 2009
Total AUM$135.8M
Discretionary$45.1M
Non-Disc.$90.7M
Employees5
Clients--
DateMar 2008
Total AUM$135.5M
Discretionary$35.1M
Non-Disc.$100.3M
Employees5
Clients--
DateMar 2007
Total AUM$103.6M
Discretionary$11.5M
Non-Disc.$92.1M
Employees5
Clients--
DateMar 2006
Total AUM$101.5M
Discretionary$11.3M
Non-Disc.$90.2M
Employees5
Clients--