Overview
Assets Under Management: $143 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 28
Average Client Assets: $2.4 million
Frequently Asked Questions
STRATEGIC ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104873), STRATEGIC ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
STRATEGIC ASSET MANAGEMENT, INC. is headquartered in COLUMBUS, OH.
STRATEGIC ASSET MANAGEMENT, INC. serves 28 high-net-worth clients according to their SEC filing dated March 16, 2018. View client details ↓
According to their SEC Form ADV, STRATEGIC ASSET MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
STRATEGIC ASSET MANAGEMENT, INC. manages $143 million in client assets according to their SEC filing dated March 16, 2018.
According to their SEC Form ADV, STRATEGIC ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.36%
Average Client Assets: $2.4 million
Total Client Accounts: 315
Discretionary Accounts: 315
Regulatory Filings
CRD Number: 104873
Filing ID: 1181969
Last Filing Date: 2018-03-16 11:25:00