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) 822-3001Revenue
<$5 MillionIndustry
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Strategy Asset Managers
<$5M
1-10
Private
-
2001
CL
Carrie LongsonVice President, Portfolio Administration
Strategy Asset Managers Tech Stack
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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... Read More
