Strategy Asset Managers LLC

Strategy Asset Managers LLC (CRD# 109939) is a financial advisory firm headquartered in Pasadena, CA. They manage $544,897,135 in 526 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    545
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $1,035,926
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, FL, HI, KY, LA, MI, NJ, NV, NY, PA, TX, UT, WA, WV

Financial Advisors at Strategy Asset Managers LLC
Showing 1 - 7 of 7 top financial advisors.
1
David W. Cook
CRD#: 2317741
50 Tice Blvd., Woodcliff Lake, NJ 07677
93
Wealthminder
score

David Cook (CRD# 2317741) 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.

2
Robert M. Demichele
CRD#: 65092
790 E. Colorado Blvd., Suite 500, Pasadena, CA 91101
93
Wealthminder
score

Robert Demichele (CRD# 65092) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Pasadena, CA 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
Michael Baum
CRD#: 5331914
50 Tice Blvd., Woodcliff Lake, NJ 07677
90
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.

6
Anthony J. Busacca
CRD#: 2483984
50 Tice Blvd., Woodcliff Lake, NJ 07677
90
Wealthminder
score

Anthony Busacca (CRD# 2483984) 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.

7
Alan H. Wapnick
CRD#: 728670
790 E. Colorado Blvd., Suite 500, Pasadena, CA 91101
87
Wealthminder
score

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.