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Alexander Henry Hagstrom

Strategy Asset Managers LLC

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About Alexander Henry Hagstrom

Alexander Hagstrom is a financial advisor with Strategy Asset Managers LLC. Alexander has been in the industry for several years and has a wide range of experience in financial planning and portfolio management. Alexander is a CFA charter holder and is registered with the state of California. Alexander has a strong focus on serving high-net-worth individuals, charitable organizations, and other investment advisors. Alexander provides a variety of services to clients, including financial planning, portfolio management, and selection of other advisors. Alexander is committed to providing clients with the highest quality service and helping them achieve their financial goals.

Firm Information

Alexander Hagstrom is currently registered with Strategy Asset Managers LLC. Strategy Asset Managers LLC is a registered investment adviser located in Pasadena, California. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm manages approximately $631 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charities, and TAMP platforms. Strategy Asset Managers LLC also offers wrap fee programs.
Strategy Asset Managers LLC

790 E. COLORADO BLVD

PASADENA, CA 91101

$631.05M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexander Hagstrom’s Registration & Firm History

CA

06/21/2018 - Present

Strategy Asset Managers LLC (Pasadena CA)

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Licenses & Designations

IA

Issued 07/20/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Henry Hagstrom.
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