STREAMLINE FINANCIAL STRATEGIES LTD

STREAMLINE FINANCIAL STRATEGIES LTD of ADA, OH is an SEC-registered investment adviser (CRD 336181). Regulatory assets under management: $1.2M.

Registration

• CRD: 336181
• Type: Registered investment adviser
• Location: 108 EAST HIGHLAND AVENUE, ADA, OH, 45810
• Phone: (419) 634-7283
• Latest filing: 2026-03-19
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 3
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336181 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search