STRATEGIC ASSET MANAGEMENT, LLC

Overview

Strategic Asset Management, LLC is a small, individually owned limited liability company that provides portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges fees as a percentage of assets under management and lists accounting among its business activities and industry affiliations. It does not identify as an active ESG investor and is not flagged as a multi-state adviser. The firm's client focus and service model are oriented toward fee-based discretionary management rather than capital raising or pension consulting. Its stated advisory activity centers on direct portfolio oversight for individual and small-business clients, suggesting a hands-on, client-specific approach rather than large-scale institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices