STRATEGY ASSET MANAGERS L.L.C.

790 E. Colorado Blvd
Suite 200
Pasadena, California 91101
Tel: 626-657-0559

About STRATEGY ASSET MANAGERS L.L.C.

STRATEGY ASSET MANAGERS LLC, formally registered with the SEC as STRATEGY ASSET MANAGERS LLC. The firm was established in 02/23/2001. They have over 3 offices throughout the country.

STRATEGY ASSET MANAGERS L.L.C. is a Pasadena, California based Financial Planning firm with nearly $631,046,871 assets under management, offering retirement planning & investment advisory services to 975 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109939
SEC#	801-60049
Assets Managed by Firm	$631,046,871
No. of Clients	975
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	975	$631,046,871
Individuals (other than high net worth individuals)	266	$74,093,370
High net worth individuals	170	$469,933,217
Pension and profit sharing plans	Fewer than 5 clients	$34,683,892
Charitable organizations	12	$17,668,459
Corporations or other businesses	9	$18,440,075

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