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Home > Retirement Planners > florida > pompano beach > STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
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 |
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