Strategic Asset Management

Strategic Asset Management (CRD# 117549) is a financial advisory firm headquartered in Tacoma, WA. They manage $5,500,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
33442 First Way South, #201, Tacoma, WA 98003
http://www.sasm.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $305,556
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
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 Merrill, financial advisor Tacoma WA
Gregory D. Merrill
CRD#: 2555064
Tacoma , WA

Gregory Merrill (CRD# 2555064) is an Investment Advisor Representative working at Strategic Asset Management in Tacoma , WA and has over 29 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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