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Building 2STRATEGIC ASSET MANAGEMENT, INC.

Map pinCOLUMBUS, OH
Phone[614]451-0200
NotebookSEC #801-17936
Total AUM
$143.8M
Employees
2
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3518 RIVERSIDE DRIVE SUITE 106
COLUMBUS
OH 43221
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
[614]451-0200

ReceiptFinancials

Total AUM
$143.8M
Accounts
219
Discretionary
$143.8M
Accounts
219
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
177
AUM
$51.1M
HNW Individual Clients
30
AUM
$77.1M
Pension/Profit Sharing Plan Clients
9
AUM
$14M
Charitable Organization Clients
1
AUM
$505.3K
Corporation or Business Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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

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