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Todd R.E. Stryker, Cfp, Inc. (Vancouver)


Todd R.E. Stryker, Cfp, Inc. is a large advisory firm based in Vancouver. It manages $135.64 million of regulatory assets for 289 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Idaho, Oregon, and Washington.

Todd R.E. Stryker, Cfp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Todd R.E. Stryker, Cfp: assets under management

The assets under management (AUM) of Todd R.E. Stryker, Cfp, Inc. is $135.64 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $135.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $469.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Todd R.E. Stryker, Cfp, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Vancouver

The principal office where Todd R.E. Stryker, Cfp, Inc. performs its advisory services is located at 610 Esther Street, Vancouver, WA 98660, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (360) 254-2585 or by fax (360) 254-2726. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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