STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. Legal Name
Adviser information for STRATEGIC ASSET MANAGEMENT GROUP ADVISORS last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 293 | $331.3M |
| Non-Discretionary | 99 | $31.1M |
| Total | 392 | $362.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 56 | $29.0M |
| HNW Individuals | 69 | $331.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $603,149 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 257.1M |
| Portfolio Manager | 74.1M |
| Both for Same | 74.1M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| STRATEGIC ASSET MANAGEMENT GROUP, INC. | STRATEGIC ASSET MANAGEMENT GROUP, INC. |
Identifiers
| SEC RIA File Number | 801-68978 |
|---|---|
| SEC ERA File Number | 801-68978 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 135832 |
| Legal Entity Identifier | None |
Principal Office
2000 NORTH FEDERAL HIGHWAYSUITE 202
POMPANO BEACH
FL
United States
Monday - Friday, 8:00 A.M.- 4:00 P.M.
Tel: 954-473-1110, Fax: 954-761-3820
Websites
Chief Compliance Officer
SUZIE KEENAN
CCO/OPERATIONS MANAGER
2000 NORTH FEDERAL HIGHWAY
SUITE 202
POMPANO BEACH
FL
United States
Tel:
954-473-1110
Fax:
954-761-3820
S****@************M
(Full email address available in API data)
Regulatory Contact
ROBERT ODEN
OWNER/MANAGING PARTNER/IAR
2000 NORTH FEDERAL HIGHWAY
SUITE 202
POMPANO BEACH
FL
United States
Tel:
954-473-1110
B**@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ODEN, ROBERT, FRANK | Individual | – | MANAGING PARTNER/OWNER/IAR | 05/2005 | > 75% |
| ODEN, ANDREW | Individual | – | PARTNER | 04/2019 | < 5% |
| IVEY, JACOB | Individual | – | PARTNER | 04/2019 | < 5% |
| KEENAN, APRIL, SUZANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2022 | < 5% |