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Strategic Asset Management LLC.

● SEC registered since 2021CRD 306384SEC# 801-120401Rochester, MN
Export (members)
Reg. AUM
$124.4M
Employees
7
Accounts
633
Location
Rochester, MN

Strategic Asset Management LLC. assets under management

Strategic Asset Management LLC. is an SEC-registered investment adviser based in Rochester, MN. The firm has been registered since 2021. It reports $124.4 million in regulatory assets under management and employs 7 people.
www.strategicassetmgt.comView on SEC.gov ↗

Strategic Asset Management LLC. owners & executives

2 reported
NameTitleOwnershipSince
Gregory Brian Nelson ControlPresident And OwnerOver 75%2023
Nathan Andrew Lovik ControlCcoUnder 5%2024

Frequently asked questions

How much does Strategic Asset Management LLC. manage?

Strategic Asset Management LLC. reports $124.4 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Asset Management LLC. have?

Strategic Asset Management LLC. reports 7 employees.

Where is Strategic Asset Management LLC. located?

Strategic Asset Management LLC. is based in Rochester, MN and has been SEC-registered since 2021.

Does Strategic Asset Management LLC. disclose fund performance?

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

Contact & registration

Address2434 Superior Drive NW, Suite 101, Rochester, MN 55901
Phone888-526-8755
FaxN/A
Office hours9:00a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$124.4M
Non-discretionary$0
Total (RAUM)$124.4M