Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

790 E. Colorado Blvd, Suite 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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Other Business Activities

William works as a part-time management consultant for The Adept Group, Inc., spending a few hours per week. His duties involve assisting new team members with project transitions, and this activity is not investment-related.

Employment History
Current Registrations
Strategy Asset Managers L.L.C.
May 2022 - Present · 3 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.