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Droms Strauss Advisors

Droms Strauss Advisors is an investment advisor in ST. Louis with $591.24M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431718060
SEC advisor number
801-55207
FINRA CRD number
108620
AUM ?
$591.24M (as of 23 Sep 21)
Accounts
1,060 (as of 23 Sep 21)
Employees
8 (4 investment advisory or research)
Address
Droms Strauss Advisors
501 NORTH LINDBERGH BOULEVARD
ST. LOUIS
MO 63141
Office hours
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Phone
3148629100
Owner Title From %Ownership
Strauss, Steven, Norman Chairman, President & Chief Compliance Officer 07/1995 50-75%
Gennaoui, Anthony, Ziad Vice President 12/2016 25-50%
Rosen, Rachel, Strauss Secretary & Treasurer 01/2018 10-25%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
48 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$51.74M 120.08K 122.44K -1.9
$39.33M 457.08K 463.22K -1.3
$18.09M 133.48K 128.3K +4.0
$16.92M 116.37K 115.11K +1.1
$16.84M 227.74K 227.14K +0.3
$14.04M 39.2K 40.07K -2.2
$5.94M 37.09K 38.04K -2.5
$4.6M 44.28K 44.09K +0.4
$3.85M 71.44K 77.14K -7.4
$3.82M 101.78K 106.71K -4.6
$3.8M 13.09K 13.58K -3.6
$2.52M 17.76K 17.17K +3.4
$2.46M 10.37K 12.65K -18.0
$2.3M 17.88K 17.83K +0.3
$2M 26.81K 32K -16.2
$1.46M 3.41K 3.55K -4.1
$1.24M 4.38K 4.54K -3.5
$1.14M 5.18K 5.32K -2.6
$1.13M 4.14K 4.08K +1.4
$1.08M 4.94K 4.75K +4.1
$1.06M 34.77K 35.18K -1.2
$998K 13.38K 11.14K +20.1
$970K 3.69K 3.75K -1.5
$960K 292 300 -2.7
$851K 7.7K 6.99K +10.2
$693K 6.35K 6.33K +0.3
Vanguard Intl Equity Index F (ALLWRLD EX US)
$647K 10.63K 10.63K 0
$624K 6.09K 6.09K 0
$599K 5.22K 4.74K +10.1
$569K 1.45K 1.45K +0.4
Vanguard Intl Equity Index F (FTSE SMCAP ETF)
$533K 3.99K 3.99K 0
$515K 193 196 -1.5
$471K 4.42K 4.59K -3.7
$437K 4.88K 5.37K -9.2
$415K 2.46K 3.11K -21.0
$344K 7.64K 5.07K +50.7
$342K 1.61K 1.6K +0.4
$306K 1.08K 1.08K 0
Vanguard Intl Equity Index F (FTSE EMR MKT ETF)
$293K 5.87K 5.87K 0
$288K 5.64K 6.05K -6.7
$280K 824 1.27K -35.1
$275K 1.12K 1.02K +9.4
$243K 3.72K 3.72K 0
$234K 4.26K 3.97K +7.4
$227K 2.23K 2.52K -11.5
$213K 2.43K NEW
$208K 2.57K 2.57K 0
$206K 5.65K 5.65K 0
3.2K EXIT
592 EXIT
1.23K EXIT
720 EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Jan 22
31 Dec 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings