$35.6M Total AUM
$35.6M Disc. AUM
-- 3Y CAGR
2 Employees
480 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-02-1998
- Office Locations
- 2
Office Locations
1903 "N" Street Belleville KS
226 W. Main St., Suite 9 Valley Center KS
About Strategic Asset Management, LLC
Strategic Asset Management, LLC is a Belleville-based RIA with 2 offices. The firm has been operating for 27 years. Managing $35.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$17.8M AVG AUM / ADVISOR
$74.1K AVG AUM / CLIENT
22.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Services
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Owner & Executives
T
TIMOTHY E GOTTSCHALK
Owner
- CRD
- #3121971
- Ownership
- 75% or more
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C
Charles Albert Zimmerman
Project Manager
- CRD
- #4459905
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,554,580 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,554,580 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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