Stockdr Com Inc (Altamonte Springs)

Name: Stockdr Com Inc
Address: 377 Maitland Ave, Suite 113, Altamonte Springs, FL, 32701
Telephone: 407-831-8002

Stockdr Com Inc is a large advisory firm based in Altamonte Springs. It manages $43.5 million of regulatory assets for 827 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Michigan, and Pennsylvania.

Stockdr provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stockdr: assets under management

The assets under management (AUM) of Stockdr Com Inc is $43.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.6 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stockdr Com Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stockdr Com Inc

Lee Anthony Siler has been acting as President since 1 Dec 1998. Michael Alan Merbach joined the executive team most recently as the Vice President,Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Alan Merbach	Cfo	1 Dec 1998	Other	1988936
Michael Stephan Gold	Ceo	1 Dec 1998	Other	1028317
Lee Anthony Siler	President	1 Dec 1998	Other	1832058
Inc. Stockdr.Com	Shareholder	1 Dec 1998	50% - 75%	59-3546335
Sean Donovan Casterline	Vice-president	1 Feb 1999	Other	2212919
Inc. Federal Mortgage Management Ii	Shareholder	1 Aug 1999	Other	65-0625618
Mark Bornstein	Director	1 Dec 1999	Other	4626671
Albert Sutton	Director	1 Dec 1999	Other	4626678
Patricia Jean Button	Secretary	1 Jun 2002	Other	4647096
Donald Macmillan	Director	1 Dec 2002	Other	4626681
Michael Alan Merbach	Vice-president,treasurer	1 Mar 2003	Other	1988936
Lee Anthony Siler	President	1 Mar 2003	Other	1832058
Stockdr Com Inc	Shareholder	1 Mar 2003	75% - 100%	108682
Mark Bornstein	Director	1 Mar 2003	Other	4626671
Donald Macmillan	Director	1 Mar 2003	Other	4626681
Albert Sutton	Director	1 Mar 2003	Other	4626678
Patricia Jean Button	Secretary	1 Mar 2003	Other	4647096

Based in Altamonte Springs

The principal office where Stockdr Com Inc performs its advisory services is located at 377 Maitland Ave, Suite 113, Altamonte Springs, FL 32701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-831-8002 or by fax 407-831-4101. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.stockdr.com.