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STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.
CRD 135832 · SEC 801-68978
2000 NORTH FEDERAL HIGHWAY, SUITE 202, POMPANO BEACH, FL, 33062, United States
Phone
954-473-1110
Fax
954-761-3820
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$416.5M
Discretionary AUM
$386.5M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $41.6M |
| High net worth individuals | 66 | $371.2M |
| Pension/profit sharing plans | 1 | $1.6M |
| Corporations/business entities | 1 | $2.1M |
States served
CA, GA, LA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD