Strategy Asset Managers
Financial Services • 
Pasadena, California, United States • 11-20 Employees
Company overview
| Headquarters | 790 E Colorado Blvd, Suite 200, Pasadena, California 91101, US |
| Phone number | +13037979080 |
| Website | |
| NAICS | 52 |
| SIC | 672 |
| Keywords | Domestic Investments, Global Investments, Individual Investments, Institutional Invesments |
| Founded | 2001 |
| Employees | 11-20 |
| Socials |
Key Contacts at Strategy Asset Managers
Victor Martinez
Director | Senior Wealth Advisor
Dennis Zaslavsky
Director - Senior Wealth Advisor
Strategy Asset Managers Email Formats
Strategy Asset Managers uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@strategyasset.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@strategyasset.com | 100% |
About Strategy Asset Managers
Strategy Asset Managers, LLC (“SAM”) is a boutique asset management and financial services firm that specializes in proprietary separately managed accounts. Established in 2001, the Firm offers global and domestic products to private client and institutional investors. Our portfolio management success is driven by employing both quantitative techniques and fundamental analysis to our investment strategies. We pride ourselves on being accessible to all of our clients. . Strategy Asset Managers’ investment team has been managing private client assets and globally structured portfolios together for over 25 years. The Firm will continue to offer the domestic and global investment strategies that have served our clients well throughout an ever changing, ever evolving investment market landscape.
Strategy Asset Managers revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Strategy Asset Managers has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Strategy Asset Managers has never raised funding before.
Strategy Asset Managers Tech Stack
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United Kingdom
India
United Arab Emirates
Frequently asked questions
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