Strategic Asset Preservation
Financial Services • 
Torrance, California, United States • 1-10 Employees
Company overview
| Headquarters | 21250 Hawthorne Blvd, Suite 500, Torrance, California 90503, US |
| Phone number | +13102997537 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Portfolio Management, Social Security Planning, 401K Plans |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Strategic Asset Preservation
Sheri Pinkston
Director of Operations
Strategic Asset Preservation Email Formats
Strategic Asset Preservation uses 1 email format. The most common is {first name} (e.g., john@strategicassetpreservation.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@strategicassetpreservation.com | 100% |
About Strategic Asset Preservation
Strategic Asset Preservation was founded with the goal of educating and empowering our clients as we lead them to a successful financial road map. Our specialty is to look at the whole picture when it comes to re-allocating and re-positioning retirement assets with regards to income planning, legacy planning, and growth. We act as fiduciary for our clients. We put the best interests of our clients first before anything else. Each of our clients get a customized financial and investment plan that was developed based on their financial goals. These plans revolve around milestones in life that include retirement, business succession, and wealth transfer. Communication is important in this industry, and we make sure that we contact our clients through email or phone on a regular basis. Not only that, we visit clients at least twice a year. If a personal visit is not possible, then we use web conferencing to update clients about their investments. Clients also have access to their accounts 24/7. They can also opt in for real-time monitoring and account alerts to ensure that their retirement plan is on the right track.
Strategic Asset Preservation revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Strategic Asset Preservation has never raised funding before.
Strategic Asset Preservation Tech Stack
Discover the technologies and tools that power Strategic Asset Preservation's digital infrastructure, from frameworks to analytics platforms.
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