|Magdalein & Stratton Retirement Investment Strategies,LLC is a RIA based in Jacksonville, FL with 1 advisor nationwide. Eric Franklin Stratton is the majority owner of the firm and has been in this role with the firm since 2011.|
|Beverly Patrick Whitman||Oct 2013|
*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.
- Eric Franklin Stratton (75% or more)
- Executives with less than 5% share each
*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.
|Eric Franklin Stratton||Owner||06/01/2011|
|Adam Howard Wolf||President and Chief Compliance Officer||06/01/2011|
No firm affiliates listed.
7807 Baymeadows Rd. East
Jacksonville , FL 32256
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges