STRATEGY, INC.
Legal name: THE ADVISORS GROUP
CRD #290104 SEC #801-130764 LUBBOCK, TX 806-794-3848
SEC Registered
Total AUM
$117.4M
Discretionary
$117.4M
Employees
4
Clients
0
Accounts
522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $117.4M | $117.4M | $0 | 4 | 0 |
| Jun 2024 | $109.8M | $109.8M | $0 | 4 | 1 |
DateJan 2025
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees4
Clients1