|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Family Wealth Counselors LLC
✚
|
|
|---|---|
| CRD # | 128199 |
| SEC # | 801-69126 |
| CIK # | |
| AUM | $1.3 B (2025-03-17) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 973-575-3444 |
| Address | 100 Passaic Avenue Fairfield, NJ 07004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 230.0 |
| (b) Individuals (high net worth individuals) | 150 | 1,014.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 67.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,500 | 1,311.6 |
| By Discretionary | ||
| Discretionary | 2,000 | 1,142.3 |
| Non-Discretionary | 1,500 | 169.3 |
| Total | 3,500 | 1,311.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,311.3 | |
| Total | 3,500 | 1,311.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Capital Wealth Partners LLC
✚
|
AR | 1.3 |
|
Rossmore Private Capital LLC
✚
|
CT | 1.3 |
|
RVW Wealth LLC
✚
|
CA | 1.3 |
|
Linden Global Strategies LLC
✚
|
NY | 1.3 |
|
Evolution Wealth Advisors LLC
✚
|
FL | 1.3 |
|
Cutler Investment Counsel LLC
✚
|
OR | 1.3 |
|
Sovran Advisors LLC
✚
|
CA | 1.3 |
|
Royal Fund Management LLC
✚
|
FL | 1.3 |
|
Roosevelt Capital Management LLC
✚
|
TX | 1.3 |
|
Oak Ridge Investments LLC
✚
|
IL | 1.3 |