STRATEGIC ASSET MANAGEMENT, INC.
CRD #104873 SEC #801-17936 COLUMBUS, OH [614]451-0200
SEC Registered
Total AUM
$143.8M
Discretionary
$143.8M
Employees
2
Clients
--
Accounts
219
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $143.8M | $143.8M | $0 | 2 | 0 |
| Jul 2020 | $167.4M | $167.4M | $0 | 2 | 0 |
| Mar 2020 | $167.4M | $167.4M | $0 | 2 | 0 |
| Nov 2019 | $138.5M | $138.5M | $0 | 2 | 0 |
| Mar 2019 | $138.5M | $138.5M | $0 | 2 | 0 |
| Jun 2018 | $142.6M | $142.6M | $0 | 2 | 0 |
| Mar 2018 | $142.6M | $142.6M | $0 | 2 | 0 |
| Mar 2017 | $135.1M | $135.1M | $0 | 2 | 500 |
| Mar 2016 | $123.3M | $123.3M | $0 | 3 | 500 |
| Oct 2015 | $140M | $140M | $0 | 3 | 500 |
| Oct 2015 | $140M | $140M | $0 | 3 | 500 |
| Mar 2015 | $140M | $140M | $0 | 2 | 500 |
| Mar 2014 | $133.9M | $133.9M | $0 | 2 | 600 |
| Mar 2013 | $125.6M | $125.6M | $0 | 2 | 600 |
| Mar 2012 | $118.8M | $118.8M | $0 | 1 | 500 |
| Mar 2011 | $107.1M | $107.1M | $0 | 5 | -- |
| Mar 2010 | $107.1M | $107.1M | $0 | 5 | -- |
| Jan 2008 | $116.6M | $116.6M | $0 | 5 | -- |
| Jan 2007 | $98.7M | $98.7M | $0 | 5 | -- |
| Jan 2006 | $91.6M | $91.6M | $0 | 5 | -- |
| Jan 2005 | $85.5M | $85.5M | $0 | 5 | -- |
| Jan 2004 | $83.6M | $83.6M | $0 | 5 | -- |
DateMar 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees2
Clients500
DateMar 2016
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees3
Clients500
DateOct 2015
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients500
DateOct 2015
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients500
DateMar 2015
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees2
Clients500
DateMar 2014
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees2
Clients600
DateMar 2013
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees2
Clients600
DateMar 2012
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees1
Clients500
DateMar 2011
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees5
Clients--