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STRATEGIC ADVISORS LLC

UUID2f2c31fa-3889-5d28-b16e-70b3133a7477
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 125882 125882 1.0
cik 0001569119 1569119
sec_file_number 801-64228 801-64228

Profile

WebsiteHTTPS://WWW.SWMGRP.COM
HQ CityNEW YORK
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • STRATEGIC WEALTH MANAGEMENT GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)758,261,588.0
  • RAUM (discretionary)758,261,588.0
  • Actionable assets728,531,877.0
  • Accounts850.0

Institutional Clients

  • Government AUM
  • Pension AUM30,974,084.0
  • Charitable AUM3,952,368.0
  • HNW AUM693,605,425.0

As of 2025-03-19 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.