11 Bellwether Way
Suite 209
Bellingham, Washington 98225
Tel: 360-255-2500
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 148763 |
SEC# | 801-69727 |
Assets Managed by Firm | $0 |
No. of Clients | 0 |
No. of Advisors | 4 |
No. of Clients | AUM |
---|
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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