Strategic Asset Management Group, Inc.

California
Registered In
09/13/2013
Incorp. Date

Company Summary

Strategic Asset Management Group, Inc. at 10620 Treena ST STE 230, San Diego, Ca 92131 lists Sean Pourteymour and David Schroeder of San Diego, CA.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Daniel Chiavario Individual Agent
10620 TREENA ST STE 230, SAN DIEGO, CA 92131
Sean Pourteymour CEO
10620 TREENA ST STE 230, SAN DIEGO, CA 92131 (View Past Addresses)
David Schroeder Chief Financial Officer
10620 TREENA ST STE 230, SAN DIEGO, CA 92131
Daniel Chiavario Director
10620 TREENA ST STE 230, SAN DIEGO, CA 92131
Daniel Chiavario Secretary
10620 TREENA ST STE 230, SAN DIEGO, CA 92131
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10620 TREENA ST STE 230, SAN DIEGO, CA 92131 View Map
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Financial Information for Strategic Asset Management Group, Inc.

Form 5500

STRATEGIC ASSET MANAGEMENT GROUP, INC.

10620 Treena St, STE 230, San Diego, Ca 92131 (858) 842-4434 EIN:46-3841857 Plan Admin:Daniel Chiavario
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSTRATEGIC ASSET MANAGEMENT GROUP 401K PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$157,928 / $178,817 2022 STRATEGIC ASSET MANAGEMENT GROUP 401K PLAN - Plan #001 6 / 5 $157,928 / $178,817
2021 Plan NameSTRATEGIC ASSET MANAGEMENT GROUP 401K PLAN Plan #001 Participants BOY/EOY3 / 6 Assets BOY/EOY$110,575 / $157,928 2021 STRATEGIC ASSET MANAGEMENT GROUP 401K PLAN - Plan #001 3 / 6 $110,575 / $157,928
2020 Plan NameSTRATEGIC ASSET MANAGEMENT GROUP 401K PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$71,776 / $110,575 2020 STRATEGIC ASSET MANAGEMENT GROUP 401K PLAN - Plan #001 4 / 3 $71,776 / $110,575
2019 Plan NameSTRATEGIC ASSET MANAGEMENT GROUP 401K PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$37,437 / $71,776 2019 STRATEGIC ASSET MANAGEMENT GROUP 401K PLAN - Plan #001 6 / 4 $37,437 / $71,776
Benefit & Retirement Plans based on Form 5500.
PPP Loans

STRATEGIC ASSET MANAGEMENT GROUP, INC.

13520 EVENING CREEK DR Ste 400 B, SAN DIEGO, CA 92128-8105 Industry:Nonresidential Property Managers Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/09/2020 Approved$46,700 Forgiven$46,960 LenderBank of Southern California National Association Jobs4 04/09/2020 $46,700 $46,960 Bank of Southern California National Association 4
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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