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STRATEGIC ASSET ALLIANCE

11 Bellwether Way
Suite 209
Bellingham, Washington 98225
Tel: 360-255-2500

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About STRATEGIC ASSET ALLIANCE

STRATEGIC ASSET ALLIANCE, formally registered with the SEC as STRATEGIC ASSET ALLIANCE. The firm was established in 11/24/2008. They have over 4 offices throughout the country.

STRATEGIC ASSET ALLIANCE is a Bellingham, Washington based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#148763
SEC#801-69727
Assets Managed by Firm$0
No. of Clients0
No. of Advisors4

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM

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