Strategic Global Advisors, LLC
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Overview
Strategic Global Advisors, LLC is a financial advisory company headquartered in Newport Beach, California. It handles $3.2 billion in assets under management throughout 35 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). It has a small team, including 12 financial advisors. Strategic Global Advisors, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like options, bonds and stocks.
Strategic Global Advisors, LLC manages all of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions for the client's account without needing the client's approval. The advisory firm manages an average of $92.3 million for each customer account. An average advisor at Strategic Global Advisors, LLC oversees about three client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's main office is located at 100 Bayview Circle, Newport Beach, California 92660-3043. The company is registered to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Strategic Global Advisors, LLC by the Numbers
$3.2 billion
23
35
$92.3 million
Fee Structure
Fees for financial advice usually depend on the financial services provided. Fees charged by the firm typically consist of the following fee type: asset-based. The firm participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with state or municipal government entities and other investment advisers. Out of its 35 customers, Strategic Global Advisors, LLC's largest client by number of accounts is state or municipal government entities. Just 4% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Strategic Global Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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