Strategy Asset Managers LLC

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Assets, Funds, Holdings

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Strategy Asset Managers LLC
CRD #109939
SEC #801-60049
CIK #
AUM $512.9 MM (98% Disc, 100% US)
Employees13 (100% Investors, 15% Brokers)
Phone201-822-3001
Address50 Tice Boulevard
Woodcliff Lake, NJ 07677
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
DWDP 125,320.0 16.7
MSFT 865,660.0 14.7
LMT 86,010.0 14.4
MCHP 20,570.0 14.2
MO 104,990.0 13.6
GLW 26,910.0 13.4
JPM 341,670.0 13.1
CSCO 228,550.0 12.8
JNJ 369,000.0 12.6
EMR 41,450.0 12.6
View All
Holdings by Sector ($BB)
Related Firms State AUM ($BB)
Strategy Asset Managers LLC
NJ
0.5
Hulick Capital Management LLC
CA
0.1
Comparable Firms State AUM ($BB)
Benson Associates LLC
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Dopkins Wealth Management LLC
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0.5
Arlington Financial Advisors LLC
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0.5
Botree Investments LLC
NJ
0.5
Family WMS LLC
GA
0.5
Paladin Investment Associates LLC
MN
0.5
Freestone Capital Management Inc
WA
0.5
JGP Wealth Management LLC
OR
0.5
Rushmore Investment Advisors Inc
TX
0.5
Montis Financial LLC
MA
0.5