TrueAdvisor
TrueAdvisor
AH
CFA
AH
CFA

Alexander Henry Hagstrom

Strategy Asset Managers L.L.C.
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Strategy Asset Managers L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
572 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$741.5M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

790 E. Colorado Blvd, Ste 200, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategy Asset Managers L.L.C.
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Holly Street Wealth Advisors
June 2018 - January 2020 · 1 yr 7 mos
Fundamental Capital Management, LLC
May 2017 - April 2019 · 1 yr 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.