Joseph
Traba
Strategy Asset Managers L.L.C
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About this Advisor
Joseph Traba is a financial advisor based in Pasadena, California, working with Strategy Asset Managers L.L.C. Joseph has previously held positions at Stonemark Wealth Management Fka Wespac Advisors Socal LLC, The Leaders Group, Inc, and Strategy Asset Managers L.L.C. Joseph has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Joseph 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
Joseph Traba Work History
Strategy Asset Managers L.L.C
The Leaders Group, Inc
Stonemark Wealth Management Fka Wespac Advisors Socal LLC
Disclosures
Please visit the SEC profile of Joseph Traba 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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