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Strategic Asset Management Group Advisors, Inc.

● SEC registered since 2008CRD 135832SEC# 801-68978Pompano Beach, FL
Export (members)
Reg. AUM
$376.7M
Employees
5
Accounts
394
Location
Pompano Beach, FL

Strategic Asset Management Group Advisors, Inc. assets under management

Strategic Asset Management Group Advisors, Inc. is an SEC-registered investment adviser based in Pompano Beach, FL. The firm has been registered since 2008. It reports $376.7 million in regulatory assets under management and employs 5 people.

Strategic Asset Management Group Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Andrew Oden ControlPartner25-50%2025
April Suzanne Keenan ControlChief Compliance OfficerUnder 5%2022
Jacob Ivey ControlPartner25-50%2025
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Frequently asked questions

How much does Strategic Asset Management Group Advisors, Inc. manage?

Strategic Asset Management Group Advisors, Inc. reports $376.7 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Asset Management Group Advisors, Inc. have?

Strategic Asset Management Group Advisors, Inc. reports 5 employees.

Where is Strategic Asset Management Group Advisors, Inc. located?

Strategic Asset Management Group Advisors, Inc. is based in Pompano Beach, FL and has been SEC-registered since 2008.

Does Strategic Asset Management Group Advisors, Inc. disclose fund performance?

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

Contact & registration

Address2000 North Federal Highway, Suite 202, Pompano Beach, FL 33062
Phone954-473-1110
Fax954-761-3820
Office hours8:00 a.m.- 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$350.3M
Non-discretionary$26.5M
Total (RAUM)$376.7M