Strategic Wealth Advisors Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Strategic Wealth Advisors Group Inc
CRD #140977
SEC #801-67001
CIK #
AUM $863.1 MM (94% Disc, 100% US)
Employees108 (48% Investors, 69% Brokers)
Phone650-571-1934
Address411 Borel Avenue, Suite 620
San Mateo, CA 94402
Source [IAPD] [Website]
Total AUM ($MM)
86569251934617302004200820122017
Comparable Firms State AUM ($BB)
Weatherly Asset Management LP
CA 0.9
Smith Moore & Co
MO 0.9
Relyea Zuckerberg Hanson LLC
CT 0.9
Patriot Investment Management Group Inc
TN 0.9
Ohana Advisors Management LLC
CA 0.9
LM Advisors Inc
CA 0.9
Jderek Lewis & Associates Inc
CA 0.9
Spirit of America Management Corp
NY 0.9
D'Orazio & Associates Inc
VA 0.9
Client One Securities LLC
KS 0.9
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com