RIA Intel›Advisers›California›STRATEGIC ADVISORY SERVICES INC

STRATEGIC ADVISORY SERVICES INC

Advisory

ORINDA, CA

Data as of Mar 10, 2010 · Source: SEC Form ADV

Total AUM
$21M
1-Year AUM Growth
-39.3%
3-Year CAGR
-12.3%
Employees
0
Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingJan 29, 2001
Latest FilingMar 10, 2010
🔒 Full AUM trend chart and 15 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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