|
⚲
|
| Strategic Family Wealth Counselors LLC
✚
|
|
|---|---|
| CRD # | 128199 |
| SEC # | 801-69126 |
| CIK # | |
| AUM | $1.7 B (2026-03-27) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 973-575-3444 |
| Address | 100 Passaic Avenue Fairfield, NJ 07004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 250.0 |
| (b) Individuals (high net worth individuals) | 150 | 1,331.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 78.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,600 | 1,659.7 |
| By Discretionary | ||
| Discretionary | 2,100 | 1,257.0 |
| Non-Discretionary | 1,500 | 402.6 |
| Total | 3,600 | 1,659.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,659.3 | |
| Total | 3,600 | 1,659.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CPC Advisors LLC
✚
|
GA | 1.7 |
|
JM Forbes & Co LLP
✚
|
MA | 1.7 |
|
KMG Fiduciary Partners LLC
✚
|
OH | 1.7 |
|
Cannon Financial Strategists Inc
✚
|
GA | 1.7 |
|
Orange Investment Advisors Inc
✚
|
NY | 1.7 |
|
Northern Trust Securities Inc
✚
|
IL | 1.7 |
|
Quattro Financial Advisors LLC
✚
|
TX | 1.7 |
|
The Hoerner Planning Group LLC
✚
|
VA | 1.7 |
|
Martin & Company Inc
✚
|
TN | 1.7 |
|
Pathway Financial Advisors LLC
✚
|
VT | 1.6 |