STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

2000 North Federal Highway
Suite 202
Pompano Beach, Florida 33062
Tel: 954-473-1110

About STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, formally registered with the SEC as STRATEGIC ASSET MANAGEMENT GROUP ADVISORS. The firm was established in 03/31/2008. They have over 1 offices throughout the country.

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS is a Pompano Beach, Florida based Financial Planning firm with nearly $376,705,928 assets under management, offering retirement planning & investment advisory services to 394 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135832
SEC#	801-68978
Assets Managed by Firm	$376,705,928
No. of Clients	394
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	394	$376,705,928
Individuals (other than high net worth individuals)	56	$33,684,155
High net worth individuals	65	$340,265,465
Pension and profit sharing plans	1	$1,364,512
Corporations or other businesses	1	$1,391,796

More Retirement Planning firms in Pompano Beach, Florida:

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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