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STREAMLINE FINANCIAL STRATEGIES LTD
CRD 336181
108 EAST HIGHLAND AVENUE, ADA, OH, 45810, United States
Phone
(419) 634-7283
Fax
(419) 931-1888
Registration
— (—)
Source
State registered
Total AUM
$1.2M
Discretionary AUM
$1.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $1.2M |
Official SEC filing: View on IAPD