← Back to searchVisit website
STRATEGIC ASSET MANAGEMENT LLC.
CRD 306384 · SEC 801-120401
2434 SUPERIOR DRIVE NW, SUITE 101, ROCHESTER, MN, 55901, United States
Phone
888-526-8755
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.3M
Discretionary AUM
$218.3M
Team
11 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $83.1M |
| High net worth individuals | 75 | $132.1M |
States served
IL, IA, MN, NC, TX
All web addresses on file
Official SEC filing: View on IAPD