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Strategy Inc
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CRD # | 290104 |
SEC # | 801-130764 |
CIK # | |
AUM | $109.8 MM (2024-06-26) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 806-794-3848 |
Address | 12002 Trafalgar Avenue Lubbock, TX 79424 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
---|
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 |