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 registered investment adviser that has been SEC-registered since 2001. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Compensation arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based structures. The firm is not identified as an active ESG investor. Affiliations listed include roles with insurance companies and sponsorship or general partner/ managing member positions in pooled investment vehicles, indicating the firm both places client assets with external managers and can act as a sponsor or manager of private pooled offerings.