Overview
Assets Under Management: $218 million
Headquarters: ROCHESTER, MN
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Frequently Asked Questions
STRATEGIC ASSET MANAGEMENT LLC. 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 #306384), STRATEGIC ASSET MANAGEMENT LLC. is subject to fiduciary duty under federal law.
STRATEGIC ASSET MANAGEMENT LLC. is headquartered in ROCHESTER, MN.
STRATEGIC ASSET MANAGEMENT LLC. serves 75 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, STRATEGIC ASSET MANAGEMENT LLC. offers financial planning and portfolio management for individuals. View all service details ↓
STRATEGIC ASSET MANAGEMENT LLC. manages $218 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, STRATEGIC ASSET MANAGEMENT LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 233
Discretionary Accounts: 233
Regulatory Filings
CRD Number: 306384
Filing ID: 2042343
Last Filing Date: 2026-01-22 14:00:14