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Alexander Henry Hagstrom

Strategy Asset Managers L.L.C.

Pasadena, CA

CRD 6308641

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Employer firm

Strategy Asset Managers L.l.c. CRD 109939

$930M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Strategy Asset Managers L.L.C.

790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

790 E. Colorado Blvd Ste 200, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fundamental Capital Management Llc Pasadena CA 08/2015 06/2018
Holly Street Wealth Advisors, Llc Pasadena CA 06/2018 01/2020
Strategy Asset Managers, Llc Woodcliff Lake NJ 06/2018 Present
  • 08/2015 → 06/2018
    Fundamental Capital Management Llc
    Pasadena, CA
  • 06/2018 → 01/2020
    Holly Street Wealth Advisors, Llc
    Pasadena, CA
  • 06/2018 → Present
    Strategy Asset Managers, Llc
    Woodcliff Lake, NJ
Previous Registrations
  • 2018-06-21 → 2020-01-02
    Holly Street Wealth Advisors
    Pasadena, CA
  • 2017-05-15 → 2019-04-25
    Fundamental Capital Management, Llc
    Pasadena, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-20
  • S65 Uniform Investment Adviser Law Examination
    2013-07-20
Designations
  • Chartered Financial Analyst
Other Names
  • Alex Hagstrom

View on SEC IAPD

Nearby Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA

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