$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-1995
- Office Locations
- 1
Office Locations
-- Tacoma WA
About Strategic Asset Management
Strategic Asset Management is a Washington-based, retail-focused advisory firm providing asset management, financial planning, portfolio construction, and insurance guidance for clients including accredited investors. Its managed portfolios are heavily ETF-oriented, with custody relationships that include Charles Schwab.
Team overview
53 AVG AGE
$5.1M AVG AUM / ADVISOR
$340.0K AVG AUM / CLIENT
31.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
Available
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Services
Available
Technology
Available
Owner & Executives
GREGORY DAVID MERRILL
Owner, President
- CRD
- #2555064
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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