Strategy Asset Managers LLC
Strategy Asset Managers LLC (CRD# 109939) is a financial advisory firm headquartered in Pasadena, CA. They manage $631,046,871 in 975 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management631MILLION
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Total Number of Accounts975ACCOUNTS
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Average Account Value$647,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, IN, KY, LA, NJ, NV, NY, PA, TX, UT
Alexander Hagstrom (CRD# 6308641) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Pasadena, CA and has over 10 years of experience in the finance industry.
Thomas Hulick (CRD# 1806305) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Pasadena, CA and has over 28 years of experience in the finance industry.
Timothy McNeely (CRD# 2985729) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Bakersfield, CA and has over 22 years of experience in the finance industry.
Harold Parker (CRD# 854199) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Pasadena, CA and has over 41 years of experience in the finance industry.
Joseph Traba (CRD# 2749525) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Pasadena, CA and has over 26 years of experience in the finance industry.
James Cawley (CRD# 7629327) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Pasadena, CA and has 1 year of experience in the finance industry.
William Hamelin (CRD# 7557406) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Pasadena, CA and has 1 year of experience in the finance industry.
Gregory Wertz (CRD# 2164732) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Westport, CT and has over 29 years of experience in the finance industry.