Strategy Asset Managers L.L.C.

Firm record

As recorded in SEC IAPD

Firm CRD

109939

SEC number

801-60049

Firm type

RIA

Assets under management

$930.1M as of Jun 11, 2026

Website

www.linkedin.com/company/strategy-asset-managers-llc- ↗

Phone

626-657-0559

Address

790 E. Colorado Blvd, Pasadena, CA, 91101

Advisors at this firm

11 in our index · page 1 of 1

• David Mac Cormick CarterCRD 8244240 · Redondo Beach, CA
  IA Registered
• David Jin Kyu ChongCRD 2679656 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Liam Thomas CritchettCRD 8124204 · Pasadena, CA
  IA Registered
• Thomas Woodward HulickCRD 1806305 · Pasadena, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alexander Henry HagstromCRD 6308641 · Pasadena, CA
  IA Registered
• William HamelinCRD 7557406 · Pasadena, CA
  IA Registered
• Victor MartinezCRD 5744392 · Pasadena, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Harold Bowler ParkerCRD 854199 · Pasadena, CA
  IA Registered
• Israel Damon StanleyCRD 8229086 · El Cajon, CA
  IA Registered
• Joseph Peter TrabaCRD 2749525 · Pasadena, CA
  IA RegisteredBroker
• Gregory Richard WertzCRD 2164732 · Westport, CT
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.