Strategic Asset Management LLC.
● SEC registered since 2021CRD 306384SEC# 801-120401Rochester, MN
Reg. AUM
$218.3M
Employees
11
Accounts
233
Location
Rochester, MN
Strategic Asset Management LLC. assets under management
Strategic Asset Management LLC. is an SEC-registered investment adviser based in Rochester, MN. The firm has been registered since 2021. It reports $218.3 million in regulatory assets under management and employs 11 people.
Strategic Asset Management LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Brian Nelson Control | President And Owner | Over 75% | 2023 |
| Nathan Andrew Lovik Control | Cco | Under 5% | 2024 |
Frequently asked questions
How much does Strategic Asset Management LLC. manage?
Strategic Asset Management LLC. reports $218.3 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Asset Management LLC. have?
Strategic Asset Management LLC. reports 11 employees.
Where is Strategic Asset Management LLC. located?
Strategic Asset Management LLC. is based in Rochester, MN and has been SEC-registered since 2021.
Does Strategic Asset Management LLC. disclose fund performance?
Strategic Asset Management LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2434 Superior Drive NW, Suite 101, Rochester, MN 55901 |
| Phone | 888-526-8755 |
| Fax | N/A |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$218.3M▲ 75%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$218.3Mregulatory AUM
Discretionary $218.3M