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| Strategic Wealth Investment Group LLC
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| |
|---|---|
| CRD # | 165474 |
| SEC # | 801-117642 |
| CIK # | 0001970175, 0001802365, 0001750403, 0000849854 |
| AUM | $900.8 MM (2024-05-23) |
| Employees | 76 (36% Investors, 0% Brokers) |
| Phone | 502-412-3354 |
| Address | 500 N Hurstbourne Parkway Louisville, KY 40222 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 51.7 | |
| AAPL | 2,382,844.0 | 50.1 | |
| GLD | 19.9 | ||
| MSFT | 1,918,222.4 | 18.9 | |
| META | 434,852.0 | 17.1 | |
| COST | 207,576.9 | 16.5 | |
| PG | 338,108.9 | 15.9 | |
| JPM | 340,169.2 | 15.0 | |
| CRM | 170,602.7 | 14.3 | |
| V | 419,260.5 | 14.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,676 | 388.4 |
| (b) Individuals (high net worth individuals) | 556 | 512.4 |
| (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 | 22,963 | 900.8 |
| By Discretionary | ||
| Discretionary | 22,963 | 900.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22,963 | 900.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 900.8 | |
| Total | 22,963 | 900.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000849854] | |
| 13F-HR | [0001750403] | |
| 13F-HR | [0001802365] | |
| D | [0001970175] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthshield Partners LLC
✚
|
NC | 0.9 |
|
Allied Investment Advisors LLC
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|
MT | 0.9 |
|
IMA Advisory Services Inc
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KS | 0.9 |
|
Woodard & Co Asset Management Group Inc
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|
NC | 0.9 |
|
Hengehold Capital Management LLC
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|
OH | 0.9 |
|
Lucid Advisors Inc
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|
WA | 0.9 |
|
Consolidated Portfolio Review Corp
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|
NY | 0.9 |
|
Fuse Partners LLC
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|
TX | 0.9 |
|
Portland Global Advisors LLC
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|
ME | 0.9 |
|
Souders Financial Advisors LLC
✚
|
OH | 0.9 |