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STRATIGRAPHIC ASSET MANAGEMENT, INC.

· CRD 107119 · IAPD ↗ · stratigraphic.com · 305-447-0300

$160.0MRegulatory AUM
1Advisory reps
1Employees
64Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — STRATIGRAPHIC ASSET MANAGEMENT, INC. (location n/a) left the SEC roster (was $160.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
February 2024 — STRATIGRAPHIC ASSET MANAGEMENT, INC. reported RAUM up 28% ($124.8M -> $160.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.