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 RIA that registered with the SEC in 2021. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm also operates as an insurance broker and lists an affiliation with an insurance company, which appears to influence product mix and client solutions. Strategic Asset Management is not identified as an active ESG investor and does not present itself as a capital allocator.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 285Active vs passive
$58.8M in ETFs
81%
$47.4M
19%
$11.3M
| 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 | 7.39% |
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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