← Directory
STRATEGY ASSET MANAGERS L.L.C.
CRD 109939File 801-60049
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$930.1M
Above cohort median (national)
Discretionary AUM
$930.1M
Clients
633
1,458 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 23, 2001
- Principal office
- 790 E. COLORADO BLVD, SUITE 200, PASADENA, CA, 91101
- Phone
- 626-657-0559
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $930.1M
- Discretionary AUM
- $930.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,458
- Non-discretionary accounts
- 0
- Total accounts
- 1,458
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $8.0M |
| Charitable organizations | 13 | $27.5M |
| High net worth individuals | 214 | $667.7M |
| Pooled investment vehicles | 2 | $11.4M |
| Pension and profit sharing plans | 12 | $59.5M |
| Individuals (other than high net worth individuals) | 384 | $155.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E4
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.