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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Advisors LLC
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| CRD # | 125882 |
| SEC # | 801-64228 |
| CIK # | 0001760540, 0001569119, 0001432539 |
| AUM | $758.3 M (2025-03-19) |
| Employees | 9 (44% Investors, 22% Brokers) |
| Phone | 212-489-0100 |
| Address | 1776 Broadway New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 91.1 | ||
| Apple Inc | 14.8 | ||
| SPDR Gold Trust | 8.7 | ||
| Microsoft Corp | 8.6 | ||
| J P Morgan Chase & Co | 7.7 | ||
| Alphabet Inc | 6.3 | ||
| VISA Inc | 5.9 | ||
| Oracle Corp | 5.8 | ||
| McKesson Corp | 5.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 29.7 |
| (b) Individuals (high net worth individuals) | 145 | 693.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 31.0 |
| (h) Charitable organizations | 0 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 850 | 758.3 |
| By Discretionary | ||
| Discretionary | 850 | 758.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 850 | 758.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 758.0 | |
| Total | 850 | 758.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001432539] | |
| 13F-HR | [0001569119] | |
| 13F-HR | [0001760540] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CFM Wealth Partners LLC
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|
TX | 0.8 |
|
Affinity Wealth Management LLC
✚
|
DE | 0.8 |
|
Pennsylvania Capital Management Inc
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PA | 0.8 |
|
All Star Financial LLC
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|
MN | 0.8 |
|
Whalerock Point Partners LLC
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|
RI | 0.8 |
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
Morling Financial Advisors LLC
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|
CA | 0.8 |
|
Bruton Chisnell Advisors LLC
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|
PA | 0.8 |
|
Mirador Capital Partners LP
✚
|
CA | 0.8 |
|
Torreyana Capital LLC
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|
CA | 0.8 |