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Magdalein & Stratton Retirement Investment Strategies,LLC

Magdalein & Stratton Retirement Investment Strategies,LLC is a RIA based in Jacksonville, FL Eric Franklin Stratton is the majority owner of the firm and has been in this role with the firm since 2011.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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Not Available
Total Assets
Not Available
Accounts
Not Available
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Eric Franklin Stratton Owner 06/01/2011
Adam Howard Wolf President and Chief Compliance Officer 06/01/2011

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
7807 Baymeadows Rd. East
Jacksonville , FL 32256
Phone Number: 904-425-0943

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges