CRD: 306384
Strategic Asset Management Llc.
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- Custodian
- American Funds · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-05-2020
- Office Locations
- 7
Office Locations
About Strategic Asset Management Llc.
Strategic Asset Management is the investment management arm of Strategic Tax & Retirement and Strategic Insurance Group, built to integrate planning, portfolio management, tax optimization, and insurance/risk solutions. The firm supports financial professionals with fee-based planning, 401(k) advisory, tailored annuities, and charitable giving strategies, guided by its proprietary Retirement Positioning System (RPS) software. Portfolios are primarily implemented with public funds and ETFs.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY BRIAN NELSON
Owner, President
- CRD
- #3019785
- Ownership
- 75% or more
NATHAN ANDREW LOVIK
Financial Planner
- CRD
- #5323456
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID LESTER DARNER
Financial Advisor
- CRD
- #1053765
JONATHAN PAUL HORICK
Financial Advisor
- CRD
- #2261282
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,258,845 | $936,733 |
| Non-Discretionary | $0 | -- |
| Total | $218,258,845 | $936,733 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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