Strategic Global Advisors, LLC
● SEC registered since 2017CRD 286019SEC# 801-108843Newport Beach, CA
Reg. AUM
$3.03B
Employees
19
Accounts
34
Location
Newport Beach, CA
Strategic Global Advisors, LLC assets under management
Strategic Global Advisors, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2017. It reports $3 billion in regulatory assets under management and employs 19 people.
Strategic Global Advisors, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Ann Tusan Control | Managing Member & Chief Executive Officer | 25-50% | 2005 |
| Elyse Michelle Waldinger Control | Chief Operating Officer | Under 5% | 2018 |
| Gary Thaddeus Baierl Control | Member & Chief Investment Officer | 10-25% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Strategic Global Advisors, LLC manage?
Strategic Global Advisors, LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Strategic Global Advisors, LLC have?
Strategic Global Advisors, LLC reports 19 employees.
Where is Strategic Global Advisors, LLC located?
Strategic Global Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2017.
Does Strategic Global Advisors, LLC disclose fund performance?
Strategic Global Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Bayview Circle, Suite 650, Newport Beach, CA 92660-3043 |
| Phone | 949-706-2640 |
| Fax | 949-706-2641 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1580212 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.03B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$3.03Bregulatory AUM
Discretionary $3.03B