Strategic Asset Management, Inc.

Strategic Asset Management, Inc. (CRD# 104873) is a financial advisory firm headquartered in Columbus, OH. They manage $135,061,581 in 536 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3518 Riverside Drive Suite 106, Columbus, OH 43221
https://www.strategicassetmgmtinc.com
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $251,981
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Strategic Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Flower, financial advisor Columbus OH
James S. Flower
CRD#: 1034967
3518 Riverside Drive Suite 106, Columbus, OH 43221
93
Wealthminder
score

James Flower (CRD# 1034967) is an Investment Advisor Representative working at Strategic Asset Management, Inc. in Columbus, OH and has over 15 years of experience in the finance industry.

2
Richard Kell, financial advisor Columbus OH
Richard D. Kell
CRD#: 266423
3518 Riverside Drive Suite 106, Columbus, OH 43221
93
Wealthminder
score

Richard Kell (CRD# 266423) is an Investment Advisor Representative working at Strategic Asset Management, Inc. in Columbus, OH and has over 16 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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