Strategic Property Advisers Inc (Jamul)

Name: Strategic Property Advisers Inc
Address: 3250 Vista Diego Road, Jamul, CA, 91935
Telephone: 619-669-6688

Strategic Property Advisers Inc is a pension cosultant based in Jamul. It manages $3.41 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Strategic Property Advisers provides pension consulting services and manage & submanage $339 mil real estate equity & secured loans. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Property Advisers: assets under management

The assets under management (AUM) of Strategic Property Advisers Inc is $3.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 121715% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $284.37 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Property Advisers Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Strategic Property Advisers Inc

John Merton Lundsten has been acting as President since 1 Jun 1998. Steven Lyle Ring joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ann Harman Aylward	Chief legal officer, chief compliance officer	1 Oct 1993	50% - 75%	4347641
Peter Golden Aylward	President, ceo, cfo, coo	1 Oct 1993	50% - 75%	2652260
Peter Aylward	President, ceo	1 Oct 1993	25% - 50%	2652260
John Merton Lundsten	Director/special assets	1 Jun 1998	Other	4347643
Steven Lyle Ring	Portfolio manager	1 Mar 2000	Other	4347662

Based in Jamul

The principal office where Strategic Property Advisers Inc performs its advisory services is located at 3250 Vista Diego Road, Jamul, CA 91935, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-669-6688 or by fax 619-669-4844. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at spadvise.com.