Strategy Asset Managers LLC

Strategy Asset Managers LLC (CRD# 109939) is a financial advisory firm headquartered in Woodcliff Lake, NJ. They manage $518,961,182 in 500 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    519
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $1,037,922
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CT, FL, HI, KY, LA, MI, NC, NJ, NV, NY, PA, TX, UT, WA, WV

Financial Advisors at Strategy Asset Managers LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael Baum
CRD#: 5331914
50 Tice Blvd., Woodcliff Lake, NJ 07677
93
Wealthminder
score

Michael Baum (CRD# 5331914) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Woodcliff Lake, NJ and has over 10 years of experience in the finance industry.

2
Robert M. Demichele
CRD#: 65092
50 Tice Boulevard, Suite 130, Woodcliff Lake, NJ 07677
93
Wealthminder
score

Robert Demichele (CRD# 65092) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Woodcliff Lake, NJ and has over 21 years of experience in the finance industry.

3
Lee D. Grichuhin
CRD#: 873005
2377 Gold Meadow Way, Suite 100, Gold River, CA 95670
93
Wealthminder
score

Lee Grichuhin (CRD# 873005) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Gold River, CA and has over 29 years of experience in the finance industry.

4
Bruce J. Jensen
CRD#: 1173670
50 Tice Boulevard, Suite 130, Woodcliff Lake, NJ 07677
93
Wealthminder
score

Bruce Jensen (CRD# 1173670) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Woodcliff Lake, NJ and has over 23 years of experience in the finance industry.

5
Cecelia L. Waterman-Santiago
CRD#: 2747146
50 Tice Boulevard, Suite 130, Woodcliff Lake, NJ 07677
93
Wealthminder
score

Cecelia Waterman-Santiago (CRD# 2747146) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Woodcliff Lake, NJ and has over 21 years of experience in the finance industry.

6
Rainbow J. Brooks
CRD#: 4350194
915 Highland Pointe Drive, Suite 250, Roseville, CA 95678
88
Wealthminder
score

Rainbow Brooks (CRD# 4350194) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Roseville, CA and has 1 year of experience in the finance industry.

7
Alan H. Wapnick
CRD#: 728670
50 Tice Boulevard, Suite 130, Woodcliff Lake, NJ 07677
87
Wealthminder
score

Alan Wapnick (CRD# 728670) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Woodcliff Lake, NJ and has 1 year of experience in the finance industry.

8
Anthony J. Busacca
CRD#: 2483984
50 Tice Blvd., Woodcliff Lake, NJ 07677
73
Wealthminder
score

Anthony Busacca (CRD# 2483984) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Woodcliff Lake, NJ and has over 24 years of experience in the finance industry.

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