Strategic Wealth Management Group LLC
- Assets, Funds, Holdings
| Message |
|
Happy Holidays!! thanks for using AUM13F!!
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| Strategic Wealth Management Group LLC
|
| CRD # | 113678 |
| SEC # | 801-61179 |
| CIK # | 0000849854, 0001802365, 0001750403, 0001970175 |
| AUM |
|
| Employees |
22 (68% Investors, 0% Brokers)
|
| Phone | 410-988-9494 |
| Address | 8170 Maple Lawn Blvd
Fulton, MD 20759 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [Facebook] [Instagram]
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Total AUM ($M)
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|
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
705
|
309.2 |
| (b) Individuals (high net worth individuals) |
428
|
1,144.2 |
| (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 |
70 |
316.0 |
| (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 |
5 |
2.7 |
| (n) Other |
0 |
0.0 |
| Total |
3,700 |
1,772.1 |
| By Discretionary |
| Discretionary |
3,579 |
1,390.7 |
| Non-Discretionary |
121 |
381.4 |
| Total |
3,700 |
1,772.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
1.0 |
| United States Persons |
|
1,771.1 |
| Total |
3,700 |
1,772.1 |
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