STRATEGIC ASSET MANAGEMENT LLC.

ROCHESTER, Minnesota·3 registered advisors·CRD# 306384
SEC# 801-1204012888-526-8755
01

Firm Overview

AUM
$118M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STRATEGIC ASSET MANAGEMENT LLC.

3 registered advisors
Gregory Brian Nelson
ROCHESTER, Minnesota
Nathan Andrew Lovik
ROCHESTER, Minnesota
Rebecca Baedke
ROCHESTER, Minnesota
05

Office Locations

ROCHESTER, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. STRATEGIC ASSET MANAGEMENT LLC. (CRD# 306384) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.