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Nathan Andrew Lovik

STRATEGIC ASSET MANAGEMENT LLC.·ROCHESTER, Minnesota
Unclaimed Profile
2434 SUPERIOR DRIVE NW, ROCHESTER, MN 55901CRD# 5323456Firm CRD# 306384
01

About

Nathan Andrew Lovik is a registered financial advisor based in ROCHESTER, Minnesota, affiliated with STRATEGIC ASSET MANAGEMENT LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC ASSET MANAGEMENT LLC.
STRATEGIC ASSET MANAGEMENT LLC.
AUM
$118M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STRATEGIC ASSET MANAGEMENT LLC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5323456
Firm CRD# 306384
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Andrew Lovik offer?
Nathan Andrew Lovik specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, Minnesota for a consultation.
What are Nathan Andrew Lovik's credentials?
Nathan Andrew Lovik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Andrew Lovik located?
Nathan Andrew Lovik is based in ROCHESTER, Minnesota, working with STRATEGIC ASSET MANAGEMENT LLC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Nathan Andrew Lovik charge for services?
Nathan Andrew Lovik's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC ASSET MANAGEMENT LLC.?
STRATEGIC ASSET MANAGEMENT LLC. has approximately 7 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROCHESTER
Debra Donell Pladsen — FORTRESS FINANCIAL GROUP, LLCRebecca Baedke — STRATEGIC ASSET MANAGEMENT LLC.Daniel Edward Langworthy — FORTRESS FINANCIAL GROUP, LLCGregory Brian Nelson — STRATEGIC ASSET MANAGEMENT LLC.Nicholas Stageberg — BLACK SWAN TECHNOLOGY FUND I MANAGER LIMITED LIABILITY COMPANY
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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