National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > los altos

STRATEGY CAPITAL LLC

Tel: 650-917-8700
1 First Street
Suite 13
Los Altos, California  94022-2756

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

STRATEGY CAPITAL LLC

STRATEGY CAPITAL LLC is a Los Altos, California based financial advisory firm with nearly $1,255,969,000 in assets under management and provides investment advisory services for 5 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for investment companies , Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

169007

SEC#:

801-114124

No. of Clients:

5

Assets under Management

$1,255,969,000

No. of Advisors:

6

More Financial Advisory Firms in Los Altos, California

More Firms in Los Altos, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.