Strategas Asset Management, LLC
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Overview
Strategas Asset Management, LLC is an advisory company headquartered in New York, New York. Strategas Asset Management, LLC oversees $598.0 million in assets under management across 28 accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). It has a small group, including 7 financial advisors. Strategas Asset Management, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.
Strategas Asset Management, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring the customer's permission. The firm administers about $21.4 million in assets for each account. The typical advisor at Strategas Asset Management, LLC administers around four client accounts, making it one of the most personalized firms in the country.
The firm's headquarters is located at 52 Vanderbilt Avenue, New York, New York 10017. It is allowed to provide services to investors across a few states, including District of Columbia, New York, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Strategas Asset Management, LLC by the Numbers
$598.0 million
24
28
$21.4 million
Fee Structure
A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by the company likely are comprised of the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
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
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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
Types of Clients
The firm works with high net worth investors, investment companies, other investment advisers and corporations. Out of its 28 clients, Strategas Asset Management, LLC's biggest client by number of accounts is high net worth investors, though it also serves 15 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 65.22%
- Other Individuals - 0%
- Corporations - 34.78%
- 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
Strategas Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Strategas Asset Management, LLC
New York, NY
Washington, DC
New York, NY
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