STRATEGIC GLOBAL ADVISORS, LLC

100 Bayview Circle
Suite 650
Newport Beach, California 92660-3043
Tel: 949-706-2640

About STRATEGIC GLOBAL ADVISORS, LLC

STRATEGIC GLOBAL ADVISORS, LLC, formally registered with the SEC as STRATEGIC GLOBAL ADVISORS, LLC. The firm was established in 01/04/2017. They have over 2 offices throughout the country.

STRATEGIC GLOBAL ADVISORS, LLC is a Newport Beach, California based Financial Planning firm with nearly $2,768,301,384 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286019
SEC#	801-108843
Assets Managed by Firm	$2,768,301,384
No. of Clients	32
No. of Advisors	22

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (MODEL PORTFOLIOS FOR OTHER ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	32	$2,768,301,384
High net worth individuals	Fewer than 5 clients	$1,680,557
Pension and profit sharing plans	Fewer than 5 clients	$239,245,758
Charitable organizations	Fewer than 5 clients	$190,294,894
Other investment advisers	Fewer than 5 clients	$472,924,098
Corporations or other businesses	Fewer than 5 clients	$542,424,684

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