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Building 2STRATEGIC ASSET MANAGEMENT GROUP, LLC

Map pinSAN DIEGO, CA
Phone858-794-2100
NotebookSEC #801-66729
Total AUM
$5.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12651 HIGH BLUFF DR.
SUITE 350
SAN DIEGO
CA 92130
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
858-794-2100

ReceiptFinancials

Total AUM
$5.1M
Accounts
29
Discretionary
$5.1M
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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