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Building 2STRATEGIC ASSET MANAGEMENT LLC.

Map pinROCHESTER, MN
Phone888-526-8755
NotebookSEC #801-120401
Total AUM
$218.3M
Employees
11
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2434 SUPERIOR DRIVE NW
SUITE 101
ROCHESTER
MN 55901
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
888-526-8755
Other Offices
4

ReceiptFinancials

Total AUM
$218.3M
Accounts
233
Discretionary
$218.3M
Accounts
233
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
156
AUM
$83.1M
HNW Individual Clients
75
AUM
$132.1M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$71.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILMNNCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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