STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.
Legal name: STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
CRD #135832 SEC #801-68978 POMPANO BEACH, FL 954-473-1110
SEC Registered
Total AUM
$376.7M
Discretionary
$350.3M
Employees
5
Clients
--
Accounts
394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $376.7M | $350.3M | $26.5M | 5 | 0 |
| Jan 2025 | $362.4M | $331.3M | $31.1M | 5 | 0 |
| Apr 2024 | $362.4M | $331.3M | $31.1M | 5 | 0 |
| Feb 2024 | $362.4M | $331.3M | $31.1M | 5 | 0 |
| Feb 2023 | $330.5M | $303.7M | $26.8M | 5 | 0 |
| Jan 2023 | $359.9M | $334.2M | $25.7M | 5 | 0 |
| Sep 2022 | $359.9M | $334.2M | $25.7M | 5 | 0 |
| Mar 2022 | $359.9M | $334.2M | $25.7M | 5 | 0 |
| Oct 2021 | $315M | $291.7M | $23.3M | 5 | 0 |
| Mar 2021 | $315M | $291.7M | $23.3M | 5 | 0 |
| Nov 2020 | $267.8M | $267.8M | $0 | 5 | 0 |
| Oct 2020 | $267.8M | $267.8M | $0 | 5 | 0 |
| Apr 2020 | $267.8M | $267.8M | $0 | 5 | 0 |
| Mar 2020 | $267.8M | $267.8M | $0 | 5 | 0 |
| Mar 2019 | $234.4M | $234.4M | $0 | 5 | 0 |
| Jan 2019 | $239.7M | $239.7M | $0 | 5 | 0 |
| Oct 2018 | $239.7M | $239.7M | $0 | 5 | 0 |
| Aug 2018 | $239.7M | $239.7M | $0 | 5 | 0 |
| Jun 2018 | $265.5M | $246.9M | $18.6M | 5 | 0 |
| Jun 2018 | $465.7M | $421M | $44.7M | 5 | 0 |
| May 2018 | $465.7M | $421M | $44.7M | 7 | 0 |
| May 2018 | $465.7M | $421M | $44.7M | 7 | 0 |
| May 2018 | $465.7M | $421M | $44.7M | 7 | 0 |
| Feb 2018 | $465.7M | $421M | $44.7M | 7 | 0 |
| Feb 2018 | $465.7M | $421M | $44.7M | 7 | 0 |
| Oct 2017 | $462.8M | $415.7M | $47.1M | 7 | 0 |
| Mar 2017 | $462.8M | $415.7M | $47.1M | 7 | 185 |
| Aug 2016 | $363.2M | $363.2M | $56.7K | 7 | 115 |
| Mar 2016 | $363.2M | $363.2M | $56.7K | 7 | 115 |
| Jan 2016 | $431.2M | $363.3M | $68M | 7 | 110 |
| Mar 2015 | $431.2M | $363.3M | $68M | 7 | 110 |
| Mar 2015 | $431.2M | $363.3M | $68M | 7 | 110 |
| Mar 2014 | $397.8M | $340.8M | $57.1M | 7 | 153 |
| Aug 2013 | $367.5M | $314M | $53.5M | 6 | 154 |
| Mar 2013 | $367.5M | $314M | $53.5M | 6 | 154 |
| Jun 2012 | $397.7M | $248.6M | $149.2M | 1 | 150 |
| Mar 2012 | $397.7M | $248.6M | $149.2M | 1 | 150 |
| Aug 2011 | $285.8M | $224.2M | $61.6M | 5 | -- |
| Feb 2009 | $40.8M | $0 | $40.8M | 5 | -- |
| Mar 2008 | $34M | $0 | $34M | 5 | -- |
DateMar 2025
Total AUM$376.7M
Discretionary$350.3M
Non-Disc.$26.5M
Employees5
Clients0
DateJan 2025
Total AUM$362.4M
Discretionary$331.3M
Non-Disc.$31.1M
Employees5
Clients0
DateApr 2024
Total AUM$362.4M
Discretionary$331.3M
Non-Disc.$31.1M
Employees5
Clients0
DateFeb 2024
Total AUM$362.4M
Discretionary$331.3M
Non-Disc.$31.1M
Employees5
Clients0
DateFeb 2023
Total AUM$330.5M
Discretionary$303.7M
Non-Disc.$26.8M
Employees5
Clients0
DateJan 2023
Total AUM$359.9M
Discretionary$334.2M
Non-Disc.$25.7M
Employees5
Clients0
DateSep 2022
Total AUM$359.9M
Discretionary$334.2M
Non-Disc.$25.7M
Employees5
Clients0
DateMar 2022
Total AUM$359.9M
Discretionary$334.2M
Non-Disc.$25.7M
Employees5
Clients0
DateOct 2021
Total AUM$315M
Discretionary$291.7M
Non-Disc.$23.3M
Employees5
Clients0
DateMar 2021
Total AUM$315M
Discretionary$291.7M
Non-Disc.$23.3M
Employees5
Clients0
DateNov 2020
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$265.5M
Discretionary$246.9M
Non-Disc.$18.6M
Employees5
Clients0
DateJun 2018
Total AUM$465.7M
Discretionary$421M
Non-Disc.$44.7M
Employees5
Clients0
DateMay 2018
Total AUM$465.7M
Discretionary$421M
Non-Disc.$44.7M
Employees7
Clients0
DateMay 2018
Total AUM$465.7M
Discretionary$421M
Non-Disc.$44.7M
Employees7
Clients0
DateMay 2018
Total AUM$465.7M
Discretionary$421M
Non-Disc.$44.7M
Employees7
Clients0
DateFeb 2018
Total AUM$465.7M
Discretionary$421M
Non-Disc.$44.7M
Employees7
Clients0
DateFeb 2018
Total AUM$465.7M
Discretionary$421M
Non-Disc.$44.7M
Employees7
Clients0
DateOct 2017
Total AUM$462.8M
Discretionary$415.7M
Non-Disc.$47.1M
Employees7
Clients0
DateMar 2017
Total AUM$462.8M
Discretionary$415.7M
Non-Disc.$47.1M
Employees7
Clients185
DateAug 2016
Total AUM$363.2M
Discretionary$363.2M
Non-Disc.$56.7K
Employees7
Clients115
DateMar 2016
Total AUM$363.2M
Discretionary$363.2M
Non-Disc.$56.7K
Employees7
Clients115
DateJan 2016
Total AUM$431.2M
Discretionary$363.3M
Non-Disc.$68M
Employees7
Clients110
DateMar 2015
Total AUM$431.2M
Discretionary$363.3M
Non-Disc.$68M
Employees7
Clients110
DateMar 2015
Total AUM$431.2M
Discretionary$363.3M
Non-Disc.$68M
Employees7
Clients110
DateMar 2014
Total AUM$397.8M
Discretionary$340.8M
Non-Disc.$57.1M
Employees7
Clients153
DateAug 2013
Total AUM$367.5M
Discretionary$314M
Non-Disc.$53.5M
Employees6
Clients154
DateMar 2013
Total AUM$367.5M
Discretionary$314M
Non-Disc.$53.5M
Employees6
Clients154
DateJun 2012
Total AUM$397.7M
Discretionary$248.6M
Non-Disc.$149.2M
Employees1
Clients150
DateMar 2012
Total AUM$397.7M
Discretionary$248.6M
Non-Disc.$149.2M
Employees1
Clients150
DateAug 2011
Total AUM$285.8M
Discretionary$224.2M
Non-Disc.$61.6M
Employees5
Clients--
DateFeb 2009
Total AUM$40.8M
Discretionary$0
Non-Disc.$40.8M
Employees5
Clients--
DateMar 2008
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--