STRATEGAS ASSET MANAGEMENT, LLC

52 Vanderbilt Avenue
19th Floor
New York, New York 10017
Tel: 212-906-0130

About STRATEGAS ASSET MANAGEMENT, LLC

STRATEGAS ASSET MANAGEMENT, LLC, formally registered with the SEC as STRATEGAS ASSET MANAGEMENT, LLC. The firm was established in 05/25/2018. They have over 2 offices throughout the country.

STRATEGAS ASSET MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $446,469,468 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172000
SEC#	801-113292
Assets Managed by Firm	$446,469,468
No. of Clients	28
No. of Advisors	25

Fee Structure

A percentage of AUM
Other (A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (DELIVERY OF MODEL PORTFOLIOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$446,469,468
High net worth individuals	13	$7,096,276
Other investment advisers	3	$1,704,936
Corporations or other businesses	4	$2,919,140

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