Strategic Asset Management

Strategic Asset Management (CRD# 117549) is a financial advisory firm headquartered in Tacoma, WA. They manage $2,900,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $152,632
Compensation Options
  • A percentage of assets under your management
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.

WA

Financial Advisors at Strategic Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Gregory D. Merrill
CRD#: 2555064
Tacoma , WA
93
Wealthminder
score

Gregory Merrill (CRD# 2555064) is an Investment Advisor Representative working at Strategic Asset Management in Tacoma , WA and has over 22 years of experience in the finance industry.

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