Strategic Advisors is an investment advisor in New York with $807.29 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
134087611
SEC advisor number
801-64228
FINRA CRD number
125882
AUM ?
$807.29 mm
(as of 9 Mar 22)
Accounts
764
(as of 9 Mar 22)
Employees
7
(5 investment advisory or research)
Address
Strategic Advisors
250 WEST 57TH STREET
SUITE 1614
NEW YORK
NY 10107
250 WEST 57TH STREET
SUITE 1614
NEW YORK
NY 10107
Office hours
Monday - Friday, 9-5
Phone
212-489-0100
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
May, Lawrence, Evan | President, Managing Member/chief Compliance Officer | 11/1999 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22