|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Wealth Investment Group LLC
✚
|
|
|---|---|
| CRD # | 165474 |
| SEC # | 801-117642 |
| CIK # | 0000849854, 0001802365, 0001750403, 0001970175 |
| AUM | $1.1 B (2025-05-22) |
| Employees | 88 (47% Investors, 0% Brokers) |
| Phone | 502-412-3354 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,060 | 690.5 |
| (b) Individuals (high net worth individuals) | 568 | 420.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,626 | 1,111.0 |
| By Discretionary | ||
| Discretionary | 7,626 | 1,111.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,626 | 1,111.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,111.0 | |
| Total | 7,626 | 1,111.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000849854] | |
| 13F-HR | [0001750403] | |
| 13F-HR | [0001802365] | |
| D | [0001970175] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Retirement Planning Services Inc
✚
|
TX | 1.1 |
|
Allied Investment Advisors LLC
✚
|
MT | 1.1 |
|
Midwest Capital Advisors LLC
✚
|
MI | 1.1 |
|
Armstrong Fleming & Moore Inc
✚
|
DC | 1.1 |
|
O'Brien Wealth Partners LLC
✚
|
MA | 1.1 |
|
Straightline Group LLC
✚
|
MI | 1.1 |
|
United Advisor Group LLC
✚
|
1.1 | |
|
One Day in July LLC
✚
|
VT | 1.1 |
|
Arbor Investment Advisors LLC
✚
|
NC | 1.1 |
|
Hengehold Capital Management LLC
✚
|
OH | 1.1 |