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| Strategic Family Wealth Counselors LLC
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|
|
|---|---|
| CRD # | 128199 |
| SEC # | 801-69126 |
| CIK # | |
| AUM | $1.0 BB (2023-03-20) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 973-575-3444 |
| Address | 100 Passaic Avenue Fairfield, NJ 07004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 196.5 |
| (b) Individuals (high net worth individuals) | 150 | 785.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 63.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,000 | 1,045.6 |
| By Discretionary | ||
| Discretionary | 1,750 | 918.9 |
| Non-Discretionary | 1,250 | 126.7 |
| Total | 3,000 | 1,045.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,045.6 | |
| Total | 3,000 | 1,045.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Evelyn Partners Asset Management Limited
✚
|
1.1 | |
|
Cutler Investment Counsel LLC
✚
|
OR | 1.1 |
|
Blue Chip Partners Inc
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|
MI | 1.1 |
|
Nilsine Partners LLC
✚
|
CO | 1.0 |
|
Intrua Financial LLC
✚
|
TX | 1.0 |
|
Quattro Financial Advisors LLC
✚
|
TX | 1.0 |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1.0 |
|
True Link Financial Advisors LLC
✚
|
CA | 1.0 |
|
Moneco Advisors LLC
✚
|
CT | 1.0 |
|
Corbyn Investment Management Inc
✚
|
MD | 1.0 |