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STRATEGIC ASSET MANAGEMENT LLC.

2434 Superior Drive Nw
Suite 101
Rochester, Minnesota 55901
Tel: 888-526-8755

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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 StatusApproved
Firm CRD#306384
SEC#801-120401
Assets Managed by Firm$124,399,526
No. of Clients633
No. of Advisors7

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 ClientsAUM
Firm Total633$124,399,526
Individuals (other than high net worth individuals)308$50,081,701
High net worth individuals43$71,119,248
Charitable organizationsFewer than 5 clients$2,972,664
Corporations or other businessesFewer than 5 clients$225,913

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