STRATEGIC ASSET MANAGEMENT LLC.
CRD #306384 SEC #801-120401 ROCHESTER, MN 888-526-8755
SEC Registered
Total AUM
$124.4M
Discretionary
$124.4M
Employees
7
Clients
0
Accounts
633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $124.4M | $124.4M | $0 | 7 | 0 |
| Sep 2024 | $118.1M | $118.1M | $0 | 7 | 0 |
| Apr 2024 | $118.1M | $118.1M | $0 | 7 | 0 |
| Mar 2024 | $118.1M | $118.1M | $0 | 7 | 0 |
| Feb 2024 | $118.1M | $118.1M | $0 | 7 | 0 |
| Nov 2023 | $103.7M | $103.7M | $0 | 7 | 0 |
| Feb 2023 | $103.7M | $103.7M | $0 | 7 | 0 |
| Jan 2023 | $103.7M | $103.7M | $0 | 7 | 0 |
| Nov 2022 | $118M | $118M | $0 | 8 | 0 |
| Oct 2022 | $118M | $118M | $0 | 8 | 0 |
| Jan 2022 | $118M | $118M | $0 | 8 | 0 |
| Jun 2021 | $103.1M | $103.1M | $0 | 4 | 0 |
| Jun 2021 | $103.1M | $103.1M | $0 | 4 | 0 |
| Mar 2021 | $103.1M | $103.1M | $0 | 4 | 0 |
| Mar 2021 | $103.1M | $103.1M | $0 | 4 | 0 |
| Mar 2021 | $103.1M | $103.1M | $0 | 4 | 0 |
| Mar 2021 | $103.1M | $103.1M | $0 | 4 | 0 |
| Feb 2021 | $103.1M | $103.1M | $0 | 4 | 0 |
| Jan 2021 | $103.1M | $103.1M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0