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| Strategic Wealth Advisors Group LLC
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|---|---|
| CRD # | 283824 |
| SEC # | 801-107913 |
| CIK # | 0001548916 |
| AUM | $6.3 BB (2023-03-29) |
| Employees | 237 (55% Investors, 53% Brokers) |
| Phone | 650-571-1934 |
| Address | 5700 W 112th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| TSLA | 723.4 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| PG | 338.1 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| APO | 29.5 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23,045 | 3.6 |
| (b) Individuals (high net worth individuals) | 1,114 | 2.3 |
| (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 | 284 | 0.1 |
| (h) Charitable organizations | 73 | 0.1 |
| (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 | 92 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 24,608 | 6.3 |
| By Discretionary | ||
| Discretionary | 24,608 | 6.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24,608 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 24,608 | 6.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001548916] | |
| 13F-NT | [0001548916] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Adviser Investments LLC
✚
|
MA | 6.4 |
|
Prowell Financial Management LLC
✚
|
PA | 6.4 |
|
Greycourt & Co Inc
✚
|
PA | 6.4 |
|
Capital Analysts LLC
✚
|
PA | 6.3 |
|
Orgel Wealth Management LLC
✚
|
WI | 6.3 |
|
Pentegra Investors Inc
✚
|
NY | 6.2 |
|
RPA Financial LLC
✚
|
CA | 6.2 |
|
Coho Partners Ltd
✚
|
PA | 6.2 |
|
Summit Financial LLC
✚
|
NJ | 6.2 |
|
Guided Choice Asset Management Inc
✚
|
NV | 6.1 |