2434 Superior Drive Nw
Suite 101
Rochester, Minnesota 55901
Tel: 888-526-8755
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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