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Pompano Beach, FL Office

Team
Updated today

Client AUM

$412,826,732

Clients

124

Advisors

2

Of 3 advisors across 2 offices

Location

2000 North Federal Highway, Suite 202

Pompano Beach FL 33062

Advisors at this office

2

Advisors at this office

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Andrew O

Series 66

Pompano Beach, FL

Strategic Asset Management Group Advisors

Andrew Oden is a financial advisor at Strategic Asset Management Group Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Strategic Asset Management Group Advisors since 2013. Outside of his advisory role, he is a member of 556 Holdings, LLC and serves as vice president of SAM Operations, LLC, a holding company managing business-related expenses. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, focusing on long-term management while allowing for short-term trading when appropriate.

Active portfolio management
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Jacob I

Series 66

Pompano Beach, FL

Strategic Asset Management Group Advisors

Jacob Ivey is a financial advisor at Strategic Asset Management Group Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Strategic Asset Management Group Advisors and Lincoln Investment Planning since 2013. Strategic Asset Management Group Advisors provides portfolio management and advisory services to individuals and institutional clients, with a focus on high-net-worth households. The firm manages approximately $416 million in assets across about 124 client relationships and offers a firm-sponsored wrap-fee program alongside discretionary and non-discretionary portfolio management tailored to individual investment objectives.

Active portfolio management
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