Assets Under Management
$741.5M
Number of Clients
572
Number of Advisors
9
Average Client AUM
$1.3M
AUM per Advisor
$82.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strategy Asset Managers, LLC offers institutional investment management, financial planning & consulting, and comprehensive portfolio management. They utilize various investment strategies and research methods. The firm also provides retirement plan consulting services to employer plan sponsors.
790 E. Colorado Blvd, Suite 200, Pasadena, CA, 91101