John
Strauss

Strauss Financial Group

CRD#6258773
Investment Advisor
in Birmingham, AL

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About this Advisor

John Strauss is a financial advisor based in Birmingham, Alabama, working with Strauss Financial Group. John has previously held positions at Strauss Financial Group, Inc and Strauss Wealth Advising, Inc. John has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, John is part of Strauss Financial Group, which operates out of Birmingham, Alabama. The firm has 6 employees and manages assets totaling $190.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Strauss Financial Group includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1800 International Park Drive Suite 190
Birmingham, AL 35243

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Strauss Financial Group Brokerage Details

Total Assets Under Management

$189,997,352

AL Average: $1,620,585,161
Total Number of Employees

6

AL Average: 52
Total Number of Accounts

705

AL Average: 1,560
Average Account Size

$269,500

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

John Strauss Work History

2020 - Present (4 years)

Strauss Wealth Advising, Inc

2013 - 2020 (7 years)

Strauss Financial Group, Inc

Disclosures

Please visit the SEC profile of John Strauss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strauss Financial Group

John Strauss
Birmingham, AL
John Strauss
Birmingham, AL
Heidi Strauss
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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