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| Strategic Advisors LLC
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| |
|---|---|
| CRD # | 125882 |
| SEC # | 801-64228 |
| CIK # | 0001760540, 0001569119, 0001432539 |
| AUM | $667.7 MM (2024-02-29) |
| Employees | 7 (71% Investors, 14% Brokers) |
| Phone | 212-489-0100 |
| Address | 1776 Broadway New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 75.3 | ||
| AAPL | 2,382,844.0 | 15.5 | |
| GLD | 11.3 | ||
| MSFT | 1,918,222.4 | 7.1 | |
| GOOG | 1,482,566.4 | 6.7 | |
| JPM | 340,169.2 | 5.8 | |
| LRCX | 60,793.2 | 4.7 | |
| V | 419,260.5 | 4.7 | |
| KLAC | 49,261.0 | 4.7 | |
| ORCL | 182,760.6 | 4.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 48.7 |
| (b) Individuals (high net worth individuals) | 113 | 470.7 |
| (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 | 13 | 37.3 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 11.1 |
| (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 | 806 | 568.7 |
| By Discretionary | ||
| Discretionary | 806 | 568.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 806 | 568.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 566.9 | |
| Total | 806 | 568.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001432539] | |
| 13F-HR | [0001569119] | |
| 13F-HR | [0001760540] |
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|---|---|---|
|
Blue Bell Private Wealth Management LLC
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|
PA | 0.7 |
|
Perryman Financial Advisory Inc
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TX | 0.7 |
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The Wealth Collaborative Inc
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CA | 0.7 |
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FPL Capital Management LLC
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LA | 0.7 |
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Kaye Capital Management
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CA | 0.7 |
|
International City Management Association Retirement Corporation
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DC | 0.7 |
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Mirador Capital Partners LP
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CA | 0.7 |
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The Capital Management Corporation
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VA | 0.7 |
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PCG Wealth Advisors LLC
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KS | 0.7 |
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Basepoint Wealth LLC
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IA | 0.7 |