Strategic Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,100,000
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$340,000
About
Strategic Asset Management serves individual investors across taxable, IRA, Roth IRA, 401(k) and education accounts, providing discretionary portfolio management and investment advice. The firm manages roughly $4.7 million for a small client base and administers accounts using custodial relationships chosen for client needs.
Investment decisions begin with fundamental screening of securities and sectors (balance sheet, cash flow, earnings, valuation) followed by a technical-analysis overlay to identify buy and sell points; positions are typically held for months to years unless market conditions warrant shorter holding periods. The firm uses individual stocks, mutual funds and ETFs in client portfolios and, after manager due diligence, may recommend private limited partnerships to accredited or sophisticated investors.
Notable features relative to peers include the firm’s willingness to include private limited partnerships for accredited clients and an option to hold “parked” non‑advised funds in short‑term U.S. Treasury bills without advisory fees. The brochure also describes operational practices intended to promote fairness—block trading to align execution prices and rotating order-entry among multiple custodians—and discloses that the sole principal holds a CFA charter and securities licenses while maintaining a separate real‑estate management interest.
Client services
Portfolio management
Expertise
Private / alternative investments
Active portfolio management
Fee options
$0 - $100,000: 1.75% $100,001 - $1,000,000: 0.75% $1,000,001+: 0.60%
Account minimum: $50,000 minimum for accounts without auto deposit; accounts under $50,000 require a $100/month auto deposit setup; no minimum for relatives.
Main office location
Strategic Asset Management
33442 First Way South, #201
Federal Way WA 98003, United States
Number of offices
1
Most active in
Strategic Asset Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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