RIA Intel›Advisers›California›STRATEGY ASSET MANAGERS L.L.C.

STRATEGY ASSET MANAGERS L.L.C.

Advisory

N·PASADENA, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$930M
1-Year AUM Growth
+6.4%
3-Year CAGR
+2.4%
Employees
10
Assets Under Management
Total AUM$930M
Discretionary AUM$930M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients572
Team
Total Employees10
Investment Advisers10
Employee Growth (1Y)-25.0%
Filing History
Total Filings on Record71
First FilingFeb 20, 2001
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 71 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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