STRATEGY ASSET MANAGERS L.L.C. - Financial Advisor in California, Pasadena

Tel: 626-657-0559 790 E. Colorado Blvd Suite 200 Pasadena, California 91101

About STRATEGY ASSET MANAGERS L.L.C.

STRATEGY ASSET MANAGERS L.L.C. is a Pasadena, California based financial advisory firm with nearly $631,046,871 in assets under management and provides investment advisory services for 975 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

109939

Firm SEC#:

801-60049

Assets Under Management:

$631,046,871

No. of Clients:

975

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Pasadena

FirmCRD#:110441

SEC#:801-8162

No. of Advisors:471

No. of Clients:36775

AUM:$298,749,800,684

FirmCRD#:105516

SEC#:801-19765

No. of Advisors:40

No. of Clients:37

AUM:$134,476,880,987

FirmCRD#:109868

SEC#:801-56356

No. of Advisors:8

No. of Clients:64

AUM:$6,339,135,274

FirmCRD#:170233

SEC#:801-106929

No. of Advisors:12

No. of Clients:730

AUM:$6,284,266,543

FirmCRD#:105499

SEC#:801-19384

No. of Advisors:13

No. of Clients:17

AUM:$3,902,574,340

FirmCRD#:108033

SEC#:801-56675

No. of Advisors:31

No. of Clients:2531

AUM:$3,848,216,402

FirmCRD#:145250

SEC#:801-68455

No. of Advisors:13

No. of Clients:71

AUM:$1,214,373,895

FirmCRD#:292411

SEC#:801-112594

No. of Advisors:12

No. of Clients:13

AUM:$819,101,798

FirmCRD#:120952

SEC#:801-61219

No. of Advisors:7

No. of Clients:1074

AUM:$725,036,606

FirmCRD#:111324

SEC#:801-49690

No. of Advisors:6

No. of Clients:457

AUM:$609,061,977

FirmCRD#:106635

SEC#:801-24322

No. of Advisors:5

No. of Clients:88

AUM:$509,640,686

FirmCRD#:297255

SEC#:801-113447

No. of Advisors:2

No. of Clients:81

AUM:$486,285,712

FirmCRD#:158413

SEC#:801-77286

No. of Advisors:7

No. of Clients:748

AUM:$427,080,146

FirmCRD#:109766

SEC#:801-14216

No. of Advisors:6

No. of Clients:351

AUM:$409,717,774

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WESTERN ASSET MANAGEMENT COMPANY

110441

801-8162

36775

471

$298,749,800,684

PRIMECAP MANAGEMENT CO

105516

801-19765

$134,476,880,987

CAPITAL RESEARCH & CONSULTING LLC

109868

801-56356

$6,339,135,274

SHUSTER ADVISORY GROUP, LLC

170233

801-106929

730

$6,284,266,543

FLAHERTY & CRUMRINE INCORPORATED

105499

801-19384

$3,902,574,340

CLIFFORD SWAN INVESTMENT COUNSELORS

108033

801-56675

2531

$3,848,216,402

POPLAR FOREST CAPITAL LLC

145250

801-68455

$1,214,373,895

FELICITAS GLOBAL PARTNERS, LLC

292411

801-112594

$819,101,798

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

120952

801-61219

1074

$725,036,606

VANTAGE WEALTH

111324

801-49690

457

$609,061,977

LK&A INVESTMENT COUNSEL

106635

801-24322

$509,640,686

RETIREMENT WELLNESS GROUP

297255

801-113447

$486,285,712

STONEMARK WEALTH MANAGEMENT

158413

801-77286

748

$427,080,146

ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

109766

801-14216

351

$409,717,774

Explore More Financial Advisor Firms in Pasadena, California >>