Strategy Asset Managers L.L.C.

RIASEC RegisteredEst. 2001

Total AUM

$930M

Discretionary

$930M

100% of AUM

Avg account

$638K

Accounts

1,458

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 109939
Registered since: February 23, 2001
Website: www.strategyassetmanagers.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI71.79%
Individuals16.76%
Pension & Profit Sharing Plans6.4%
Charitable Organizations2.96%
Pooled Investment Vehicles1.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategy Asset Managers L.L.C. is an independent RIA and capital allocator serving both individuals/families and institutional clients. The firm uses a mix of fee arrangements — percentage of AUM, hourly and fixed fees, and performance-based fees — and offers financial planning, portfolio management for individuals and businesses, selection of other advisers, and pension consulting services. It also acts in sponsor/GP and managing-member roles for pooled investment vehicles, indicating an active role in structuring or operating private funds. The firm is equity-oriented and not an active ESG investor. Strategy Asset Managers positions itself to manage discretionary mandates and to allocate to third-party alternative managers when appropriate.