STRATEGY ASSET MANAGERS L.L.C.

PASADENA, California·8 registered advisors·CRD# 109939
SEC# 801-600492626-657-0559
01

Firm Overview

AUM
$631M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRATEGY ASSET MANAGERS L.L.C.

8 registered advisors
Alan Howard Wapnick
WOODCLIFF LAKE, New Jersey
Bruce John Jensen
WOODCLIFF LAKE, New Jersey
Cecelia Louise Waterman-Santiago
WOODCLIFF LAKE, New Jersey
Denis Peter Jamison
WOODCLIFF LAKE, New Jersey
Gregory Scott Markel
WOODCLIFF LAKE, New Jersey
Neil Oliver Dorrel
WOODCLIFF LAKE, New Jersey
Robert Michael Demichele
WOODCLIFF LAKE, New Jersey
Thomas Woodward Hulick
PASADENA, California
05

Office Locations

WOODCLIFF LAKE, New Jersey
7 advisors
PASADENA, California
1 advisor

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Data sourced from SEC Form ADV filings. STRATEGY ASSET MANAGERS L.L.C. (CRD# 109939) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.