STRATEGIC ASSET ALLIANCE

Tel: 360-255-2500

11 Bellwether Way
Suite 209
Bellingham, Washington 98225

General Information

Firm CRD#:		148763
SEC#:		801-69727
No. of Advisors:		3
Advisory Services Provided:		Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors
Fee Structure:		Fixed fees

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INVESCO MANAGED ACCOUNTS, LLC	154461	801-61716	640	31	$7,284,811,196
ANDERSON & ANDERSON ADVISORY, LLC	132989	801-113259	577	5	$287,319,318
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DENTAL WEALTH ADVISORS, LLC	127147	801-79882	358	3	$141,445,781
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NEWGROUND SOCIAL INVESTMENT	117060	801-123559	150	5	$128,000,000
COLUMBIA PACIFIC ADVISORS, LLC	142725	801-67453	19	71	$1,350,842,888
LATTICE CAPITAL MANAGEMENT LLC	141860	801-79193	4	6	$555,833,925

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