STRATEGIC ASSET MANAGEMENT LLC.
SEC RegisteredIntegration Meets Innovation
About the firm
Strategic Asset Management is the investment management arm of Strategic Tax & Retirement and Strategic Insurance Group. The firm uses its proprietary Retirement Positioning System (RPS) software to bring together Financial Planners, Money Managers, Tax Professionals, and Insurance Agents under one umbrella to holistically help clients achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee based financial planning, fee based 401(k) advisory, donation and giving strategies, tailored annuities, tax preparation and accounting services, insurance and risk management solutions, and self-managed portfolios; supported by proprietary RPS software
Who they serve
Financial advisors and their clients, including those seeking integrated financial planning, investment management, tax, and insurance services
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 156 | $83M |
| High Net Worth Individuals | 75 | $132M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STRATEGIC ASSET MANAGEMENT LLC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.