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STRATEGIC GLOBAL ADVISORS, LLC
CRD 286019 · SEC 801-108843
100 BAYVIEW CIRCLE, SUITE 650, NEWPORT BEACH, CA, 92660-3043, United States
Phone
949-706-2640
Fax
949-706-2641
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.03B
Discretionary AUM
$3.03B
Team
19 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)MODEL PORTFOLIOS FOR OTHER ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $250.4M |
| State/municipal entities | 6 | $1.54B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD