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Home > Retirement Planners > minnesota > rochester > STRATEGIC ASSET MANAGEMENT LLC.
STRATEGIC ASSET MANAGEMENT LLC.
2434 Superior Drive Nw
Suite 101
Rochester, Minnesota 55901
Tel: 888-526-8755
About STRATEGIC ASSET MANAGEMENT LLC.
STRATEGIC ASSET MANAGEMENT LLC, formally registered with the SEC as STRATEGIC ASSET MANAGEMENT LLC. The firm was established in 02/26/2021. They have over 3 offices throughout the country.
STRATEGIC ASSET MANAGEMENT LLC. is a Rochester, Minnesota based Financial Planning firm with nearly $124,399,526 assets under management, offering retirement planning & investment advisory services to 633 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306384 |
| SEC# | 801-120401 |
| Assets Managed by Firm | $124,399,526 |
| No. of Clients | 633 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 633 | $124,399,526 |
| Individuals (other than high net worth individuals) | 308 | $50,081,701 |
| High net worth individuals | 43 | $71,119,248 |
| Charitable organizations | Fewer than 5 clients | $2,972,664 |
| Corporations or other businesses | Fewer than 5 clients | $225,913 |
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