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Building 2STRATEGIC GLOBAL ADVISORS, LLC

Map pinNEWPORT BEACH, CA
Phone949-706-2640
NotebookSEC #801-108843
Total AUM
$3B
Employees
19
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 BAYVIEW CIRCLE
SUITE 650
NEWPORT BEACH
CA 92660-3043
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
949-706-2640
Other Offices
2

ReceiptFinancials

Total AUM
$3B
Accounts
34
Discretionary
$3B
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$2.4M
Pension/Profit Sharing Plan Clients
1
AUM
$318.8M
Charitable Organization Clients
5
AUM
$250.4M
Government Entity Clients
6
AUM
$1.5B
Investment Advisor Clients
1
AUM
$755.2M
Corporation or Business Clients
1
AUM
$158.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PORTFOLIOS FOR OTHER ADVISERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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