Strategic Asset Management Group Advisors Inc

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Assets, Funds, Holdings

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Strategic Asset Management Group Advisors Inc
CRD #135832
SEC #801-68978
CIK #
AUM $362.4 MM (2024-02-21)
Employees 5 (60% Investors, 60% Brokers)
Phone954-473-1110
Address2000 North Federal Highway
Pompano Beach, FL 33062
Source [IAPD] [Website]
Total AUM ($MM)
50040030020010002006201220182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 56 29.0
(b) Individuals (high net worth individuals) 69 331.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 1.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.6
(n) Other 0 0.0
Total 392 362.4
By Discretionary
Discretionary 293 331.3
Non-Discretionary 99 31.1
Total 392 362.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 362.4
Total 392 362.4
Comparable Firms State AUM ($BB)
Roth Financial Partners LLC
TX 0.4
Truvestments Capital LLC
FL 0.4
Inlight Wealth Management LLC
GA 0.4
Pavion Blue Capital LLC
CA 0.4
Edge Financial Advisors LLC
IL 0.4
Tim Looney Investments LLC
FL 0.4
Tannin Capital LLC
NC 0.4
Centered Wealth LLC
TX 0.4
Access Financial Services Inc
MN 0.4
Objectivity Squared LLC
SC 0.4
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