Stratfi
35yrs
Top 8% by experience nationwide
Stratfi
Wilmington, DE. Legal name: Strategic Foresight Investments LLC
About the firm
A registered investment advisory firm based in Wilmington, Delaware. It manages about $115 million for roughly 87 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees
Typical client size ?$1.32 million
Assets under management ?$115 million
Individual clients87
Median years of experience19
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsMarket timing
Advisors at Stratfi
2Advisors
19Median years of experience
1States with offices
–Offices
Also known as
Strategic Foresight Investments LLC
About Stratfi
How do I contact Stratfi?
Call the main office at (302) 884-6742. The main office is at 1201 N. Orange Suite 742, Wilmington, DE 19801.
How is Stratfi paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees. Ask for your total yearly cost in dollars.
What services does Stratfi offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Market timing.
How many advisors work at Stratfi?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.