STRATEGIC ASSET MANAGEMENT LLC.
Firm details
- Headquarters
- ROCHESTER, Minnesota
- CRD number
- 306384
- Registered since
- February 26, 2021
- Website
- www.strategicassetmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.54%
- Individuals38.09%
- Charitable Organizations1.34%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strategic Asset Management LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm combines advisory services with insurance brokerage capabilities, and it charges clients through a mix of percentage-of-AUM and fixed fees. Strategic Asset Management became SEC-registered in 2021 and does not position itself as a capital allocator or pension consultant. It reports no active ESG investing program and is not organized as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities13%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1KRISTEN MUELLER
Founder and CEOCRD 5561155
Contacts
3 of 10MONICA MIMS
Investment Advisor RepresentativeCRD 7048561
David Willeumier
Investment Advisor RepresentativeCRD 4782886
ADAM RAINEY
Senior Financial PlannerCRD 6232758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 286Active vs passive
$58.9M in ETFs
81%
$47.4M
19%
$11.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR(R) PORTFOLIO S&P 500 ETF (SPLG) | State Street | Passive | Large Blend | $4.3M | 103,474 | 7.38% |
Location
ROCHESTER, MN
OLMSTED
Location
ROCHESTER, MN
Headquartered in ROCHESTER, MN, anchoring the Rochester-Austin, MN metro in the Midwest.
- Metro area
- Rochester-Austin, MN
- Region
- Midwest
- County
- OLMSTED
- Address
- 2434 Superior Dr NW
- Time zone
- CT (UTC-6)
- Office locations
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