Investment adviser · CRD 140977

STRATEGIC WEALTH ADVISORS GROUP

Investment adviser filing (IA)

STRATEGIC WEALTH ADVISORS GROUP, INC.

SAN MATEO, CA, United States · Form ADV filed Jun 16, 2016

Regulatory AUM
$863M
Form ADV · Item 5.F
Client accounts
4,935
Accounts, not individual clients
Employees
108
Reported in this filing
Advisory professionals
52
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 16, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

411 BOREL AVENUE, SUITE 620
SAN MATEO, CA, 94402, United States

CRD 140977

Filing source

Form ADV 1012460 · Jun 16, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.