|
⚲
|
| Strategic Asset Management Group Advisors Inc
✚
|
|
|---|---|
| CRD # | 135832 |
| SEC # | 801-68978 |
| CIK # | |
| AUM | $376.7 M (2025-03-05) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 954-473-1110 |
| Address | 2000 North Federal Highway Pompano Beach, FL 33062 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 33.7 |
| (b) Individuals (high net worth individuals) | 65 | 340.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 394 | 376.7 |
| By Discretionary | ||
| Discretionary | 294 | 350.3 |
| Non-Discretionary | 100 | 26.5 |
| Total | 394 | 376.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.7 | |
| Total | 394 | 376.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lincoln Capital Corporation
✚
|
RI | 0.4 |
|
Rinkey Investments
✚
|
CA | 0.4 |
|
MWA Financial Services Inc
✚
|
IL | 0.4 |
|
LPWM LLC
✚
|
MN | 0.4 |
|
Rhodes Investment Advisors Inc
✚
|
TX | 0.4 |
|
J Stern & Co LLC
✚
|
NY | 0.4 |
|
Alpha Financial Partners LLC
✚
|
KY | 0.4 |
|
Symphony Financial Services Inc
✚
|
OH | 0.4 |
|
Serenity Investment Advisors LLC
✚
|
IL | 0.4 |
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.4 |