Investment adviser · CRD 104873
STRATEGIC ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
COLUMBUS, OH, United States · Form ADV filed Mar 15, 2021
- Regulatory AUM
- $144M Form ADV · Item 5.F
- Client accounts
- 219 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 30 | $77,058,101 | 53.6% |
| Individuals | 177 | $51,093,192 | 35.5% |
| Retirement plans | 9 | $14,041,971 | 9.8% |
| Corporations & businesses | Fewer than 5 | $1,128,108 | 0.8% |
| Charities | Fewer than 5 | $505,301 | 0.4% |
Filing source
Form ADV 1487314 · Mar 15, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2021. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Commissions
Principal office
3518 RIVERSIDE DRIVE SUITE 106COLUMBUS, OH, 43221, United States
CRD 104873
Filing source
Form ADV 1487314 · Mar 15, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.