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Strategic Global Advisors, LLC

● SEC registered since 2017CRD 286019SEC# 801-108843Newport Beach, CA
Export (members)
Reg. AUM
$2.51B
Employees
17
Accounts
32
Location
Newport Beach, CA

Strategic Global Advisors, LLC assets under management

Strategic Global Advisors, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2017. It reports $2.5 billion in regulatory assets under management and employs 17 people.

Strategic Global Advisors, LLC owners & executives

14 reported
NameTitleOwnershipSince
Cynthia Ann Tusan ControlManaging Member & Chief Executive Officer25-50%2005
Elyse Michelle Waldinger ControlChief Operating OfficerUnder 5%2018
Gary Thaddeus Baierl ControlMember & Chief Investment Officer10-25%2006
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Frequently asked questions

How much does Strategic Global Advisors, LLC manage?

Strategic Global Advisors, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Strategic Global Advisors, LLC have?

Strategic Global Advisors, LLC reports 17 employees.

Where is Strategic Global Advisors, LLC located?

Strategic Global Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2017.

Does Strategic Global Advisors, LLC disclose fund performance?

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

Contact & registration

Address100 Bayview Circle, Suite 650, Newport Beach, CA 92660-3043
Phone949-706-2640
Fax949-706-2641
Office hours8:00 a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1580212
Discloses disciplinary historyNo

Assets under management

Discretionary$2.51B
Non-discretionary$0
Total (RAUM)$2.51B