Strategy Inc

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Assets, Funds, Holdings

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Strategy Inc
CRD #290104
SEC #801-130764
CIK #
AUM $109.8 MM (2024-06-26)
Employees 4 (50% Investors, 0% Brokers)
Phone806-794-3848
Address12002 Trafalgar Avenue
Lubbock, TX 79424
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
1108866442202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 155 51.3
(b) Individuals (high net worth individuals) 28 57.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 0.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.8
(n) Other 0 0.0
Total 504 109.8
By Discretionary
Discretionary 504 109.8
Non-Discretionary 0 0.0
Total 504 109.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 109.8
Total 504 109.8
Comparable Firms State AUM ($BB)
Mokan Wealth Management Inc
KS 0.1
Lane Generational LLC
MA 0.1
Integrity RIA LLC
LA 0.1
CB Capital Advisors LLC
NY 0.1
Stephen J Garry & Associates LLC
NY 0.1
Unified Investment Management LLC
GA 0.1
Financial Management Associates LLC
MA 0.1
Cypress Advisory Group LLC
AZ 0.1
Springboard Asset Management LLC
CT 0.1
Stapp Wealth Management PLLC
WA 0.1
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