Atchison, KS Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Strategic Asset Management, LLC
Independent
Firm-wide stats for Strategic Asset Management, LLC
Total advisors
1Clients per advisor
143 Very HighAvg AUM per client
$200,256 LowHNW client ratio
8% TypicalAbout
Strategic Asset Management, LLC is a small registered investment adviser managing roughly $35.6 million for about 143 individual and high‑net‑worth clients with two advisors. The firm offers discretionary portfolio management and financial planning and coordinates tax‑related services, using client document‑sharing tools (Citrix ShareFile) and tax software (Wolters Kluwer) for electronic filing and secure information exchange.
Portfolios are reviewed at least twice a year with custodial arrangements handled through an independent custodian (Charles Schwab) and routine transaction and account reconciliations. The firm charges percentage‑of‑AUM fees, maintains written supervisory procedures, and conducts annual compliance reviews and trade oversight to address suitability and potential conflicts of interest.
Distinctive elements in the brochure include an explicit linkage to tax preparation workflows and tax software providers, reflecting an affiliation with accounting/tax services that is uncommon among peers. The firm also documents a detailed information‑security and incident‑response program plus a separate elder‑abuse/vulnerable‑adult policy (HB 2562 compliance), indicating more formalized cyber‑security and protective‑agent procedures than typically seen at similarly sized advisers.
Based on Strategic Asset Management, LLC
Expertise
Based on Strategic Asset Management, LLC
Location
820 Kansas Avenue, Po Box 334
Atchison KS 66002
Advisors at this office
1
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