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STRATEGIC GLOBAL ADVISORS, LLC
STRATEGIC GLOBAL ADVISORS, LLC
NEWPORT BEACH, California
·
3 registered advisors
·
CRD# 139309
SEC# 801-66360
949-706-2640
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at STRATEGIC GLOBAL ADVISORS, LLC
3 registered advisors
Ashley Burkhardt Duva
NEWPORT BEACH, California
CRD# 3120940
Brendan Skarra-Corson
NEWPORT BEACH, California
CRD# 6172351
Mark Edward Wimer
NEWPORT BEACH, California
CRD# 4587861
05
Office Locations
NEWPORT BEACH, California
3 advisors
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Data sourced from SEC Form ADV filings. STRATEGIC GLOBAL ADVISORS, LLC (CRD# 139309) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.