Investment adviser · CRD 139309

STRATEGIC GLOBAL ADVISORS, LLC

Investment adviser filing (IA)

NEWPORT BEACH, CA, United States · Form ADV filed Sep 15, 2016

Regulatory AUM
$2.55B
Form ADV · Item 5.F
Client accounts
41
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Sep 15, 2016. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

100 BAYVIEW CIRCLE, SUITE 650
NEWPORT BEACH, CA, 92660, United States

CRD 139309

Filing source

Form ADV 1040894 · Sep 15, 2016 · 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.