STRATEGIC GLOBAL ADVISORS, LLC
CRD #139309 SEC #801-66360 NEWPORT BEACH, CA 949-706-2640
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
13
Clients
--
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2016 | $2.5B | $2.5B | $0 | 13 | 26 |
| May 2016 | $2.5B | $2.5B | $0 | 13 | 26 |
| Apr 2016 | $2.5B | $2.5B | $0 | 13 | 26 |
| Mar 2016 | $2.5B | $2.5B | $0 | 13 | 26 |
| Mar 2015 | $1.1B | $1.1B | $0 | 9 | 26 |
| Sep 2014 | $714.9M | $714.9M | $0 | 8 | 11 |
| Mar 2014 | $714.9M | $714.9M | $0 | 8 | 11 |
| Oct 2013 | $440.9M | $440.9M | $0 | 7 | 11 |
| Mar 2013 | $440.9M | $440.9M | $0 | 7 | 11 |
| May 2012 | $313.2M | $313.2M | $0 | 6 | 11 |
| Mar 2012 | $313.2M | $313.2M | $0 | 6 | 11 |
| Mar 2011 | $153.4M | $153.4M | $0 | 10 | -- |
| Oct 2010 | $144.9M | $144.9M | $0 | 10 | -- |
| Mar 2010 | $144.9M | $144.9M | $0 | 10 | -- |
| Feb 2009 | $128.1M | $128.1M | $0 | 10 | -- |
| Mar 2008 | $99.8M | $99.8M | $0 | 10 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateSep 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees13
Clients26
DateMay 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees13
Clients26
DateApr 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees13
Clients26
DateMar 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees13
Clients26
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients26
DateSep 2014
Total AUM$714.9M
Discretionary$714.9M
Non-Disc.$0
Employees8
Clients11
DateMar 2014
Total AUM$714.9M
Discretionary$714.9M
Non-Disc.$0
Employees8
Clients11
DateOct 2013
Total AUM$440.9M
Discretionary$440.9M
Non-Disc.$0
Employees7
Clients11
DateMar 2013
Total AUM$440.9M
Discretionary$440.9M
Non-Disc.$0
Employees7
Clients11
DateMay 2012
Total AUM$313.2M
Discretionary$313.2M
Non-Disc.$0
Employees6
Clients11
DateMar 2012
Total AUM$313.2M
Discretionary$313.2M
Non-Disc.$0
Employees6
Clients11
DateMar 2011
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--