James
Cawley
Strategy Asset Managers L.L.C
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About this Advisor
James Cawley is a financial advisor based in Pasadena, California, working with Strategy Asset Managers L.L.C. James has previously held positions at Kingsbury Club Medfield, Equitable Advisors LLC, YMCA Camp Coniston, Tulane Facilities Department, Brass Roots, Vermont Association Of Business Industry And Rehabilitation, Tulane University, Medfield (MA) Public School, and Strategy Asset Managers, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, James is part of Strategy Asset Managers L.L.C, which operates out of Pasadena, California. The firm has 2 offices and 12 employees. The firm manages assets totaling $631.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Strategy Asset Managers L.L.C includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategy Asset Managers L.L.C Brokerage Details
$631,046,871
12
975
$647,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Cawley Work History
Strategy Asset Managers, LLC
Equitable Advisors LLC
Vermont Association Of Business Industry And Rehabilitation
Brass Roots
Tulane Facilities Department
Tulane University
Ymca Camp Coniston
Kingsbury Club Medfield
Medfield (Ma) Public School
Disclosures
Please visit the SEC profile of James Cawley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategy Asset Managers L.L.C
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Bakersfield, CA
Pasadena, CA
Pasadena, CA
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