Strategic Asset Alliance

Strategic Asset Alliance (CRD# 148763) is a financial advisory firm headquartered in Bellingham, WA. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, ME, NH, TX, WA

Financial Advisors at Strategic Asset Alliance
Showing 1 - 3 of 3 top financial advisors.
1
Alton R. Cogert
CRD#: 5612068
11 Bellwether Way, Suite 209, Bellingham, WA 98225

Alton Cogert (CRD# 5612068) is an Investment Advisor Representative working at Strategic Asset Alliance in Bellingham, WA and has 1 year of experience in the finance industry.

2
Daniel G. Smereck
CRD#: 6868806
21 Elm Street, 4th Floor, Camden, ME 04843

Daniel Smereck (CRD# 6868806) is an Investment Advisor Representative working at Strategic Asset Alliance in Camden, ME and has over 6 years of experience in the finance industry.

3
Nataniel P. Simon
CRD#: 7310834
11 Bellwether Way, Suite 209, Bellingham, WA 98225

Nataniel Simon (CRD# 7310834) is an Investment Advisor Representative working at Strategic Asset Alliance in Bellingham, WA and has over 3 years of experience in the finance industry.

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