Strategy Asset Managers L.L.C.

RIASEC RegisteredEst. 2001

Total AUM

$930M

Discretionary

$930M

100% of AUM

Avg account

$638K

Accounts

1,458

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 109939
Registered since: February 23, 2001
Website: www.strategyassetmanagers.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI71.79%
Individuals16.76%
Pension & Profit Sharing Plans6.4%
Charitable Organizations2.96%
Pooled Investment Vehicles1.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategy Asset Managers L.L.C. is an independent RIA organized as an LLC and registered with the SEC in 2001. The firm functions as a capital allocator and provides advisory services to both individual/family clients and institutional accounts. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based structures. Core advisory activities listed on filings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting work, and the selection of other advisers. The firm also participates on the sponsor/GP side of pooled vehicles and acts as a managing member in sponsored investment structures. Strategy Asset Managers is not identified as an active ESG investor in available disclosures.