TrueAdvisor
TrueAdvisor
HP
HP

Harold Bowler Parker

Strategy Asset Managers L.L.C.
31 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Strategy Asset Managers L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
572 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$741.5M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

790 E. Colorado Blvd., Ste 200, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategy Asset Managers L.L.C.
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Holly Street Wealth Advisors
May 2016 - January 2020 · 3 yrs 8 mos
Western International Securities
July 2007 - December 2009 · 2 yrs 5 mos
Dorsey, Wright & Associates, LLC
August 1994 - June 2016 · 21 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.