CRD: 135832
Strategic Asset Management Group Advisors
$416.5M Total AUM
$386.5M Disc. AUM
7.8% 3Y CAGR
5 Employees
126 ADV. Clients
20 yrs Firm Age
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- Custodian
- Pershing ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2005
- Office Locations
- 2
Office Locations
2000 North Federal Highway Suite 202 Pompano Beach FL
800 S. Andrews Avenue Suite 204 Ft. Lauderdale FL
About Strategic Asset Management Group Advisors
Strategic Asset Management Group Advisors is an independently owned RIA providing boutique wealth management for families, business owners, professionals and public-safety clients. The firm builds portfolios through thoughtful asset allocation and a conservative multi-manager selection process, emphasizing ongoing client education and multigenerational guidance. Custody includes Pershing.
Team overview
35 AVG AGE
$138.8M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
11.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JACOB IVEY
Partner
- CRD
- #6231573
- Ownership
- 25% but less than 50%
Available
Available
Available
ANDREW ODEN
Partner
- CRD
- #5696348
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,470,542 | $1,275,480 |
| Non-Discretionary | $30,021,202 | $297,240 |
| Total | $416,491,744 | $1,030,920 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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