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STRATEGY ASSET MANAGERS L.L.C.
PASADENA, CA
626-657-0559
SEC #801-60049Total AUM
$930.1M
Employees
10Clients
633Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
790 E. COLORADO BLVD
SUITE 200
PASADENA
CA 91101
United States
SUITE 200
PASADENA
CA 91101
United States
Operating Hours
9:00 A.M.TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
626-657-0559
Other Offices
2
Financials
Total AUM
$930.1M
Accounts
1,458Discretionary
$930.1M
Accounts
1,458Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
384AUM
$155.9M
HNW Individual Clients
214AUM
$667.7M
Pooled Vehicle Clients
2AUM
$11.4M
Pension/Profit Sharing Plan Clients
12AUM
$59.5M
Charitable Organization Clients
13AUM
$27.5M
Corporation or Business Clients
8AUM
$8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Pending Civil ProceedingSRO Discipline/Expulsion/Suspension
State Registrations
AZCACOCTFLILINKYLAMENJNVNYPATXUTVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.