STRATEGIC GLOBAL ADVISORS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$89M

Accounts

34

Employees

19

Advisory reps

4

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 286019
Registered since: January 4, 2017
Website: sgadvisors.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: State / Municipal Government50.91%
Other Investment Advisers24.97%
Pension & Profit Sharing Plans10.54%
Charitable Organizations8.28%
Corporations / Businesses5.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Strategic Global Advisors, LLC is an SEC-registered limited liability company formed in 2017 that provides portfolio management for both individuals/small businesses and for businesses or institutional clients. The firm charges fees as a percentage of assets under management and serves an institutional client base. It identifies as an active ESG investor and does not function as a capital allocator. Ownership is listed as a domestic entity with an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Non-Exchange Traded Equities1%
Private Funds1%
Cash & Cash Equivalents1%

Owners & executives

3 of 4

CYNTHIA TUSAN
CEOCRD 1239684
GARY BAIERL
Chief Investment OfficerCRD 1710779
ELYSE WALDINGER
Chief Operating OfficerCRD 2850402

Unlock 1 more executives →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$1.2M in ETFs

Passive

100%

$1.2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI EAFE ETF (EFA)	BlackRock	Passive	Foreign Large Blend	$1.2M	12,750	100.00%

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: ORANGE
Address: 100 Bayview Cir
Time zone: PT (UTC-8)
Office locations

Similar firms

WINDJAMMER CAPITAL INVESTORS

NEWPORT BEACH, CA

AUM $3.1BTEAM 27REPS 3

HOLLENCREST CAPITAL MANAGEMENT

NEWPORT BEACH, CA

AUM $2.9BTEAM 19REPS 16

KBS REALTY ADVISORS, LLC

NEWPORT BEACH, CA

AUM $2.7BTEAM 75REPS 6

ROW ASSET MANAGEMENT, LLC

NEWPORT BEACH, CA

AUM $2.5BTEAM 20REPS 5

JDL ADVISERS

NEWPORT BEACH, CA

AUM $2.3BTEAM 10REPS 12

APC ASSET DEVELOPMENT I, LP

NEWPORT BEACH, CA

AUM $2.3BTEAM 46REPS 4

More RIAs in NEWPORT BEACH →All California RIAs →