William
Hamelin

Strategy Asset Managers L.L.C

CRD#7557406
Investment Advisor
in Pasadena, CA

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About this Advisor

William Hamelin is a financial advisor based in Pasadena, California, working with Strategy Asset Managers L.L.C. William has previously held positions at Grand Vallon Golf Club, Minister Of International Affairs, Restaurant Le Mouton Noire, The Adept Group, Inc, Strategy Asset Managers, L.L.C, and West Los Angeles College. William has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, William 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

790 E. Colorado Blvd Suite 200
Pasadena, CA 91101

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Strategy Asset Managers L.L.C Brokerage Details

Total Assets Under Management

$631,046,871

CA Average: $7,578,581,321
Total Number of Employees

12

CA Average: 43
Total Number of Accounts

975

CA Average: 3,727
Average Account Size

$647,228

CA Average: $2,033,427

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

William Hamelin Work History

2021 - Present (3 years)

Strategy Asset Managers, L.L.C

2018 - Present (6 years)

The Adept Group, Inc

2015 - 2016 (1 year)

West Los Angeles College

2014 - 2014 (< 1 year)

Minister Of International Affairs

2014 - 2015 (1 year)

Restaurant Le Mouton Noire

2011 - 2014 (3 years)

Grand Vallon Golf Club

Disclosures

Please visit the SEC profile of William Hamelin 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

Thomas Hulick
Pasadena, CA
James Cawley
Pasadena, CA
Alexander Hagstrom
Pasadena, CA
William Hamelin
Pasadena, CA
Joseph Traba
Pasadena, CA
Victor Martinez
Pasadena, CA
David Chong
Pasadena, CA
Timothy Mcneely
Bakersfield, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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