Max Strasburg (CRD# 4346382) is an Investment Advisor Representative working at Strasburg Asset Management Company LLC in Corte Madera, CA and has 1 year of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2238419
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Strasburg Asset Management Company LLC | Corte Madera, CA | Feb 2023 - Current | 1 |
Samco LLC | Corte Madera, CA | Dec 2020 - Current | 3 |
View Ridge Capital Management, LP | San Francisco, CA | Aug 2015 - Nov 2020 | 5 |
Farallon Capital Management | San Francisco, CA | Aug 2007 - Aug 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$1,100,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.