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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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