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STRATEGIC ASSET MANAGEMENT LLC.
STRATEGIC ASSET MANAGEMENT LLC.
ROCHESTER, Minnesota
·
3 registered advisors
·
CRD# 306384
SEC# 801-120401
2
888-526-8755
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 Planning
Investment Management
04
Advisors at STRATEGIC ASSET MANAGEMENT LLC.
3 registered advisors
Gregory Brian Nelson
ROCHESTER, Minnesota
CRD# 3019785
Nathan Andrew Lovik
ROCHESTER, Minnesota
CRD# 5323456
Rebecca Baedke
ROCHESTER, Minnesota
CRD# 4055455
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
.