STRATA Trust Company

STRATA Trust Company

Financial-Services

Austin, TX
United States
Company Tagline

Empowering investors to carve their own path to retirement.

Industry Category
Financial-Services
Company Description

STRATA Trust Company is a leading financial services provider dedicated to empowering investors in achieving their retirement goals. Located in Austin, TX, STRATA Trust Company specializes in the administration and custody of both alternative and traditional assets, offering a comprehensive suite of retirement planning solutions.

Operating from its primary address at 901 S. Mopac Expressway, Barton Oaks Plaza II, Ste 100, Austin, TX 78746, US, and with an additional location at 7901 Woodway Dr., Waco, TX 76712, US, STRATA Trust Company is committed to delivering exceptional customer service and meticulous attention to detail. The company's mission is to satisfy the long-term needs of its clients through dedication and investment flexibility. STRATA Trust Company provides a wide array of services, including Self-Directed IRAs (SDIRAs), Roth IRAs, and traditional IRA options, enabling clients to diversify their retirement portfolios with alternative assets.

STRATA Trust Company understands the importance of providing outstanding client service and investment flexibility. With a focus on long-term financial success for its clients, STRATA Trust Company continues to innovate and expand its offerings in the retirement services marketplace. We invite the management team at STRATA Trust Company to create a customized and exclusive company showcase and product listing on our platform to further enhance its market presence.

STRATA Trust Company est un fournisseur de services financiers de premier plan, dédié à donner aux investisseurs les moyens d'atteindre leurs objectifs de retraite. Située à Austin, TX, STRATA Trust Company est spécialisée dans l'administration et la conservation d'actifs alternatifs et traditionnels, offrant une suite complète de solutions de planification de la retraite.

Opérant depuis son adresse principale au 901 S. Mopac Expressway, Barton Oaks Plaza II, Ste 100, Austin, TX 78746, US, et avec un emplacement supplémentaire au 7901 Woodway Dr., Waco, TX 76712, US, STRATA Trust Company s'engage à fournir un service client exceptionnel et une attention méticuleuse aux détails. La mission de l'entreprise est de satisfaire les besoins à long terme de ses clients grâce à son dévouement et à sa flexibilité en matière d'investissement. STRATA Trust Company propose une large gamme de services, notamment les IRA autogérés (SDIRA), les Roth IRA et les options IRA traditionnelles, permettant aux clients de diversifier leurs portefeuilles de retraite avec des actifs alternatifs.

STRATA Trust Company comprend l'importance de fournir un service client exceptionnel et une flexibilité en matière d'investissement. En mettant l'accent sur la réussite financière à long terme de ses clients, STRATA Trust Company continue d'innover et d'élargir son offre sur le marché des services de retraite. Nous invitons l'équipe de direction de STRATA Trust Company à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore sa présence sur le marché.

Key Personnel / Employees
Jason D. Balkman Oliver Nwofia PhD MBA Sara McAuley Kelli Click

Compare Companies Side by Side

Compare STRATA Trust Company with 3 companies in Financial-Services

4 Companies
Comparison Field
STRATA Trust Company
STRATA Trust Company
Main Company
Equity Trust Company
Equity Trust Company
View Profile
Claro Advisors
Claro Advisors
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The Entrust Group
The Entrust Group
View Profile
Founded Year
1974 2012 1981
Company Size
201-500 11-50 51-200
City
Austin, TX Westlake, Ohio Boston, Massachusetts Oakland, California
Country
United States United States United States United States
Skills & Keywords Comparing with main company
12 Total Skills
Financial Services Retirement Planning Self-Directed IRA Alternative Investments IRA Wealth Management Investment Solutions Customer Service TraditionalIRA RothIRA SDIRA Alternative Assets
7 Total 7 Unique
Unique Skills:
Advisor Services Financial Education IRA Custodians Precious Metals Real Estate IRA Rollover Solutions +1
18 Total 18 Unique
Unique Skills:
401ks & 403bs Complete Wealth Management Corporate Retirement Plans Divorce Planning Donor Advised Funds Education Planning +12
17 Total 17 Unique
Unique Skills:
Checkbook LLC Self-Directed IRA Educational Savings Accounts (ESAs) Gold IRA Health Savings Accounts (HSAs) Individual 401(k) Investor Education +11
4
Total Companies
1974
Oldest Founded
1
Countries
53
Unique Skills

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Alternative Company Names

This company is also known as

STRATA Trust Company 斯特拉塔信托公司 स्ट्रेटा ट्रस्ट कंपनी شركة ستراتا ترست СТРАТА Траст Компани