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| Strategic Equity Management Inc
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|
|---|---|
| CRD # | 112142 |
| SEC # | 801-55690 |
| CIK # | 0001843578, 0000932244, 0000932319 |
| AUM | $933.5 M (2026-03-24) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 520-749-4580 |
| Address | 7367 E Tanque Verde Rd Tucson, AZ 85715-3475 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,720 | 335.5 |
| (b) Individuals (high net worth individuals) | 260 | 416.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 180.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,065 | 933.5 |
| By Discretionary | ||
| Discretionary | 3,936 | 734.6 |
| Non-Discretionary | 129 | 198.9 |
| Total | 4,065 | 933.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 933.5 | |
| Total | 4,065 | 933.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0000932244] | |
| D | [0000932319] | |
| 13F-HR | [0001843578] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hartline Investment Corp
✚
|
IL | 0.9 |
|
Heronbridge Investment Management LLP
✚
|
0.9 | |
|
Crane Advisory LLC
✚
|
CA | 0.9 |
|
Uniting Wealth Partners LLC
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|
CO | 0.9 |
|
Johnson Bixby & Associates LLC
✚
|
WA | 0.9 |
|
Mountain Pacific Investment Advisers LLC
✚
|
ID | 0.9 |
|
Estabrook Capital Management LLC
✚
|
NY | 0.9 |
|
BOS Asset Management LLC
✚
|
IL | 0.9 |
|
LS Investment Advisors LLC
✚
|
MI | 0.9 |
|
PCG Wealth Advisors LLC
✚
|
KS | 0.9 |