Active
STRATEGIC ASSET MANAGEMENT LLC.
Investment Advice|ROCHESTER, MN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$124.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 124.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 306384 |
| SEC Number | 801-120401 |
| Street Address | 2434 SUPERIOR DRIVE NW |
| Street Address 2 | SUITE 101 |
| Location | ROCHESTER, MN 55901 |
| Country | United States |
| Phone | 888-526-8755 |
| Fax | N/A |
| Total Employees | 7 |
| Business Types | insurance_broker |
Client Count by Type (351 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 308 |
| High Net Worth Individual… | 43 |
Community Partners
CITY OF BROWNS VALLEY
CITY OF ROCHESTER
TOWNSHIP OF BECKER
TOWNSHIP OF SALEM
CITY OF BROWNS VALLEY
CITY OF ROCHESTER
TOWNSHIP OF BECKER
TOWNSHIP OF SALEM
CITY OF BROWNS VALLEY
CITY OF ROCHESTER
TOWNSHIP OF BECKER
TOWNSHIP OF SALEM
Municipal Government
4 Active
4
Organizations
SEMNRRB
SOUTHEASTERN LIBRARIES COOPERATING
SEMNRRB
SOUTHEASTERN LIBRARIES COOPERATING
SEMNRRB
SOUTHEASTERN LIBRARIES COOPERATING
Special District
2 Active
2
Organizations
SOUTHEAST SERVICE COOPERATIVE
SOUTHEAST SERVICE COOPERATIVE
SOUTHEAST SERVICE COOPERATIVE
School District
1 Active
1
Organizations
1026 EAST CENTER STREET LLC
1500 MN LOC MN STATE DISTRICT COURT
204 HIAWATHA CHAPTER OF TROUT UNLIMITED
212 DEGREES
3 FATHOMS INC
4GIVING FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
99TH INFANTRY BATTALION SEPARATE WWII EDUCATIONAL FOUNDATION
AANEM
AAUW OF MINNESOTA INC
ABILITY BUILDING CENTER INC.
ABPMR FOUNDATION
ABSOLUTE THEATRE
1026 EAST CENTER STREET LLC
1500 MN LOC MN STATE DISTRICT COURT
204 HIAWATHA CHAPTER OF TROUT UNLIMITED
212 DEGREES
3 FATHOMS INC
4GIVING FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
99TH INFANTRY BATTALION SEPARATE WWII EDUCATIONAL FOUNDATION
AANEM
AAUW OF MINNESOTA INC
ABILITY BUILDING CENTER INC.
ABPMR FOUNDATION
ABSOLUTE THEATRE
1026 EAST CENTER STREET LLC
1500 MN LOC MN STATE DISTRICT COURT
204 HIAWATHA CHAPTER OF TROUT UNLIMITED
212 DEGREES
3 FATHOMS INC
4GIVING FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
99TH INFANTRY BATTALION SEPARATE WWII EDUCATIONAL FOUNDATION
AANEM
AAUW OF MINNESOTA INC
ABILITY BUILDING CENTER INC.
ABPMR FOUNDATION
ABSOLUTE THEATRE
Nonprofit Organization
942 Active
942
Organizations
Community Partners57 organizations
CITY OF ROCHESTER
Municipal Government·ROCHESTER
TOWNSHIP OF BECKER
Municipal Government·BROWNS VALLEY
TOWNSHIP OF SALEM
Municipal Government·ROCHESTER
SOUTHEAST SERVICE COOPERATIVE
School District·ROCHESTER
1026 EAST CENTER STREET LLC
Nonprofit Organization·ROCHESTER
1500 MN LOC MN STATE DISTRICT COURT
Nonprofit Organization·Rochester
204 HIAWATHA CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·ROCHESTER
212 DEGREES
Nonprofit Organization·ROCHESTER
3 FATHOMS INC
Nonprofit Organization·Rochester
4GIVING FOUNDATION
Nonprofit Organization·ROCHESTER
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
99TH INFANTRY BATTALION SEPARATE WWII EDUCATIONAL FOUNDATION
Nonprofit Organization·ROCHESTER
AANEM
Nonprofit Organization·ROCHESTER
AAUW OF MINNESOTA INC
Nonprofit Organization·Rochester
ABILITY BUILDING CENTER INC.
Nonprofit Organization·ROCHESTER
ABPMR FOUNDATION
Nonprofit Organization·Rochester
ABSOLUTE THEATRE
Nonprofit Organization·ROCHESTER
ACADEMIC HOSPITAL AFFILIATES
Nonprofit Organization·Rochester
ACADEMY OF OUR LADY OF LOURDES
Nonprofit Organization·ROCHESTER
ACHLA ALIANZA CHICANA HISP LAT AMER ALLI
Nonprofit Organization·ROCHESTER
ADAPTA
Nonprofit Organization·ROCHESTER
ADVANCES IN MINERAL METABOLISM
Nonprofit Organization·ROCHESTER
AEDS FOR ATHLETES
Nonprofit Organization·ROCHESTER
AFGHAN SMALL BUSINESS DEVELOPMENT INSTITUTE INC
Nonprofit Organization·Rochester
AFRICAN CU DEVELOPMENT FUND INC
Nonprofit Organization·Rochester
AGAPE ENCOUNTER MINISTRIES INC
Nonprofit Organization·Rochester
AGING & CANCER OPEN INSTITUTE
Nonprofit Organization·Rochester
ALANO SOCIETY OF ROCHESTER MINN INC
Nonprofit Organization·Rochester
ALDER BRANCH FOUNDATION INC
Nonprofit Organization·ROCHESTER
ALDRICH MEMORIAL NURSERY SCHOOL INC
Nonprofit Organization·ROCHESTER
ALEX SCHMIDT MEMORIAL FOUNDATION
Nonprofit Organization·ROCHESTER
AMBASSADOR ACADEMY INC
Nonprofit Organization·ROCHESTER
AMERICAN ACADEMY OF NEUROLOGICAL SURGERY
Nonprofit Organization·ROCHESTER
AMERICAN ACADEMY OF OROFACIAL PAIN
Nonprofit Organization·ROCHESTER
AMERICAN ASSOC OF NEUROMUSCULAR &
Nonprofit Organization·ROCHESTER
AMERICAN BOARD OF NEUROLOGICAL SURGERY
Nonprofit Organization·ROCHESTER
AMERICAN BOARD OF PHYSICAL MEDICINE AND
Nonprofit Organization·ROCHESTER
AMERICAN BREWERIANA ASSOCIATION INC
Nonprofit Organization·ROCHESTER
AMERICAN BUSINESSWOMENS ASSOCIATION
Nonprofit Organization·Rochester
AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES
Nonprofit Organization·Rochester
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·rochester
AMERICAN FEDERATION OF LABOR & CONGRESS
Nonprofit Organization·ROCHESTER
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL O
Nonprofit Organization·ROCHESTER
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Rochester
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Rochester
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Rochester
AMERICAN FEDERATION OF STATE COUNTY MUNICIPAL EMPLOYEES
Nonprofit Organization·Browns Valley