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STRATEGIC ASSET MANAGEMENT, LLC
CRD 115893
1903 N STREET, BELLEVILLE, KS, 66935-2248, United States
Phone
785-527-5631
Fax
785-527-2727
Registration
— (—)
Source
State registered
Total AUM
$35.6M
Discretionary AUM
$35.6M
Team
2 total employees; 2 advisory reps; 259 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $9.2M |
| High net worth individuals | 11 | $19.4M |
| Pension/profit sharing plans | 66 | $3.1M |
| Charitable organizations | 1 | $192K |
| Corporations/business entities | 11 | $3.6M |
Official SEC filing: View on IAPD