Investment adviser · CRD 113982

STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Investment adviser filing (IA)

STUART, FL, United States · Form ADV filed Mar 4, 2015

Regulatory AUM
$136M
Form ADV · Item 5.F
Client accounts
420
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
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: Mar 4, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Commissions

Principal office

701 COLORADO AVENUE, SUITE #1
STUART, FL, 34994, United States

CRD 113982

Filing source

Form ADV 885879 · Mar 4, 2015 · 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.