Strategy Asset Managers L.L.C.
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 109939
- Registered since
- February 23, 2001
- 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
FINTRXOverview
Strategy Asset Managers L.L.C. is an independent registered investment adviser that has been SEC-registered since 2001. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, combining financial planning and discretionary portfolio management with services such as pension consulting and manager selection. Its fee schedules are flexible, including percentage-of-AUM pricing alongside hourly, fixed-fee and performance-based arrangements. Strategy Asset Managers also serves in sponsor/G.P. roles and as a managing member of pooled investment vehicles. The firm’s stated investment posture favors equities as the primary sleeve, and it does not identify as an active ESG investor.
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
- Exchange Traded Equities76%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds8%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
1 of 1
Thomas Hulick
CEO & Managing PartnerCRD 1806305
Contacts
3 of 10
Victor Martinez
Director, Senior Wealth AdvisorCRD 5744392
Alexander Hagstrom
Portfolio Manager, Managing DirectorCRD 6308641
Harold Parker
DirectorCRD 854199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$146M in ETFs
93%
$136M
6%
$10.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.2M | 13,347 | 6.98% |
Location
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 790 E Colorado Blvd
- Time zone
- PT (UTC-8)
- Office locations
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