Strategy Asset Managers L.L.C.
Pasadena, CA·SEC-registered · CRD #109939
Strategy Asset Managers L.L.C. is an SEC-registered investment advisory firm in Pasadena, CA managing $930M across 1.5k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$930M
Client accounts
1.5k
Advisory staff
10
Fee model
Fee-based
How Strategy Asset Managers L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Strategy Asset Managers L.L.C.
How much does Strategy Asset Managers L.L.C. manage?
Per its most recent SEC Form ADV filing (06/11/2026), Strategy Asset Managers L.L.C. reports $930M in regulatory assets under management across roughly 1.5k client accounts.
How does Strategy Asset Managers L.L.C. charge?
Strategy Asset Managers L.L.C. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Strategy Asset Managers L.L.C. a fiduciary?
Yes. Strategy Asset Managers L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #109939), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Strategy Asset Managers L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Strategy Asset Managers L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Pasadena, CA
Profile compiled from Strategy Asset Managers L.L.C.'s public SEC Form ADV filing (CRD #109939, filed 06/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Strategy Asset Managers L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Strategy Asset Managers L.L.C.? Claim this profile.