Strategas Asset Management, LLC

Strategas Asset Management, LLC (CRD# 172000) is a financial advisory firm headquartered in New York, NY. They manage $446,469,468 in 28 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
52 Vanderbilt Avenue, 19th Floor, New York, NY 10017
http://www.strategasasset.com
By the Numbers
  • Total Assets Under Management
    446
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $15,945,338
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, NC, NY, PA, TX

Financial Advisors at Strategas Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Clifton, financial advisor Washington DC
Daniel M. Clifton
CRD#: 5669502
1775 I Streetnw, Washington, DC 20006

Daniel Clifton (CRD# 5669502) is an Investment Advisor Representative working at Strategas Asset Management, LLC in Washington, DC and has over 7 years of experience in the finance industry.

2
Nicholas Bohnsack, financial advisor New York NY
Nicholas G. Bohnsack
CRD#: 4571796
52 Vanderbilt Avenue, 19th Floor, New York, NY 10017

Nicholas Bohnsack (CRD# 4571796) is an Investment Advisor Representative working at Strategas Asset Management, LLC in New York, NY and has over 21 years of experience in the finance industry.

3
Robert Lapolla, financial advisor New York NY
Robert M. Lapolla
CRD#: 5539168
52 Vanderbilt Avenue, 19th Floor, New York, NY 10017

Robert Lapolla (CRD# 5539168) is an Investment Advisor Representative working at Strategas Asset Management, LLC in New York, NY and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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