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Strategic Advisors LLC

● SEC registered since 2005CRD 125882SEC# 801-64228New York, NY
Export (members)
Reg. AUM
$758.3M
Employees
9
Accounts
850
Location
New York, NY

Strategic Advisors LLC assets under management

Strategic Advisors LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2005. It reports $758.3 million in regulatory assets under management and employs 9 people.
www.swmgrp.comView on SEC.gov ↗

Strategic Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Lawrence Evan May ControlPresident, Managing Member/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Strategic Advisors LLC manage?

Strategic Advisors LLC reports $758.3 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Advisors LLC have?

Strategic Advisors LLC reports 9 employees.

Where is Strategic Advisors LLC located?

Strategic Advisors LLC is based in New York, NY and has been SEC-registered since 2005.

Does Strategic Advisors LLC disclose fund performance?

Strategic Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1776 Broadway, Suite 1900, New York, NY 10019
Phone212-489-0100
Fax212-489-0174
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
CIK1569119
Discloses disciplinary historyNo

Assets under management

Discretionary$758.3M
Non-discretionary$0
Total (RAUM)$758.3M