Strasburg Asset Management Company LLC

RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$1.8M
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
326412
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI72.62%
  • Corporations / Businesses27.38%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Strasburg Asset Management Company LLC is a small, single-office registered investment adviser that focuses on discretionary portfolio management for individuals, small businesses and other business or institutional clients. The firm charges fees based on a percentage of assets under management and shows a clear equity preference in its allocations. It is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. With only a handful of clients and accounts, the firm appears to operate as a high-touch boutique adviser, managing concentrated relationships rather than scaling to a mass market. Custody is handled through Charles Schwab & Co., Inc., which supports the firm’s heavy use of exchange-traded instruments and gives it access to liquid equity and ETF markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Non-Exchange Traded Equities 43%, Cash & Cash Equivalents 2%59%
  • Exchange Traded Equities59%
  • Non-Exchange Traded Equities43%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Max Strasburg

    CIO & CCOCRD 4346382

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth