1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

Map pinPOMPANO BEACH, FL
Phone954-473-1110
NotebookSEC #801-68978
Total AUM
$416.5M
Employees
5
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 NORTH FEDERAL HIGHWAY
SUITE 202
POMPANO BEACH
FL 33062
United States
Operating Hours
8:00 A.M.- 4:00 P.M.
Monday - Friday
Phone
954-473-1110

ReceiptFinancials

Total AUM
$416.5M
Accounts
404
Discretionary
$386.5M
Accounts
303
Non-Discretionary
$30M
Accounts
101

ContactClients

View more in analytics →

Individual Clients
58
AUM
$41.6M
HNW Individual Clients
66
AUM
$371.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account