Strategy Asset Managers

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

50 Tice Blvd Ste 340, Woodcliff Lake, Ne...

Phone Number

(201) 822-3001

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Strategy Asset Managers

Strategy Asset Managers specializes in financial planning services, catering to families and high net-worth individuals for over 30 years. They offer a personal touch in managing finance and wealth, providing thoughtful guidance and a roadmap for clients' financial futures. Their range of services includes core investment strategies, wealth management, insurance, retirement planning, and business succession planning. The firm operates as a Registered Investment Advisor, ensuring compliance with relevant licensing requirements.Explore more
Strategy Asset Managers's Social MediaPopular SearchesStrategy Asset Managers LLCStrategy Asset ManagersStrat Asset Management LLCSpellman Asset Management IncStrategy One Asset Management IncSIC Code 62,628NAICS Code 52,523Show more

Strategy Asset Managers Org Chart

PhoneEmail
AH
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Managing Director

PhoneEmail
RW
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Senior Vice President

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CL
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Vice President, Portfolio Administration

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GW
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Director Relationship Manager

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VM
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Director. Senior Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategy Asset Managers

<$5M
1-10
Private
-
2001
AH
Alan HaftManaging Director
$8.6M
11-50
Private
<$5M
1988
JK
Jason KruglyVice President
<$5M
1-10
Private
<$5M
2017
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
11-50
Private
-
-
JC
J. ClowersDirector, Research & Portfolio Manager, Co
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Strategy Asset Managers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Strategy Asset Managers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategy Asset Managers.

Strategy Asset Managers Tech Stack

A closer look at the technologies used by Strategy Asset Managers

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Frequently Asked Questions Regarding Strategy Asset Managers

What is Strategy Asset Managers's official website?
Strategy Asset Managers's official website is www.strategyassetmanagers.com
What is Strategy Asset Managers's Revenue?
Strategy Asset Managers's revenue is <$5 Million
What is Strategy Asset Managers's SIC code?
Strategy Asset Managers's SIC: 62,628
What is Strategy Asset Managers's NAICS code?
Strategy Asset Managers's NAICS: 52,523
How many employees does Strategy Asset Managers have?
Strategy Asset Managers has 1-10 employees
What industry does Strategy Asset Managers belong to?
Strategy Asset Managers is in the industry of: Finance, Securities Trading
What is Strategy Asset Managers competition?
Strategy Asset Managers top competitors include: Evanson Asset Management, Sheets Smith Investment Management, Columbus Macro, PreserverPartners
What technology does Strategy Asset Managers use?
Some of the popular technologies that Strategy Asset Managers uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact Strategy Asset Managers?
Strategy Asset Managers contact info: Phone number: (201) 822-3001 Website: www.strategyassetmanagers.com
What does Strategy Asset Managers do?

Strategy Asset Managers specializes in financial planning services, catering to families and high net-worth individuals for over 30 years. They offer a personal touch in managing finance and wealth, providing thoughtful guidance and a roadmap for clients' financial futures. Their range of services includes core investment strategies, wealth managem... ent, insurance, retirement planning, and business succession planning. The firm operates as a Registered Investment Advisor, ensuring compliance with relevant licensing requirements.Read More

What are Strategy Asset Managers social media links?
Strategy Asset Managers Linkedin page Strategy Asset Managers Facebook page
Is Strategy Asset Managers a public company?
Strategy Asset Managers is private company therefore does not currently have an official ticker symbol
See more information about Strategy Asset Managers

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