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STRATEGY ASSET MANAGERS L.L.C.
CRD 109939 · SEC 801-60049
790 E. COLORADO BLVD, SUITE 200, PASADENA, CA, 91101, United States
Phone
626-657-0559
Fax
626-568-2755
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$930.1M
Discretionary AUM
$930.1M
Team
10 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 384 | $155.9M |
| High net worth individuals | 214 | $667.7M |
| Pooled investment vehicles | 2 | $11.4M |
| Pension/profit sharing plans | 12 | $59.5M |
| Charitable organizations | 13 | $27.5M |
| Corporations/business entities | 8 | $8.0M |
States served
AZ, CA, CO, IL, IN, KY, LA, ME, NV, NJ, NY, PA, UT, VA, WA, TX, CT, FL
All web addresses on file
- https://www.linkedin.com/company/strategy-asset-managers-llc-/
- https://www.linkedin.com/in/david-chong-b2b54b39/
- https://www.linkedin.com/in/alexander-hagstrom-b06a5154/
- https://www.linkedin.com/in/william-hamelin-104411149/
- https://www.linkedin.com/in/victor-martinez-cdfa%C2%AE-789ba216/
- HTTP://WWW.STRATEGYASSETMANAGERS.COM
- https://www.facebook.com/strategyassetmanagersllc
- https://www.linkedin.com/in/joseph-traba-638691/
- https://www.linkedin.com/in/thomas-w-hulick-2251b94/
- https://www.linkedin.com/in/gregory-wertz-b8840095/
- https://www.youtube.com/@strategyassetmanagers
Official SEC filing: View on IAPD