Strategic Wealth Management Inc

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Assets, Funds, Holdings

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Strategic Wealth Management Inc
CRD #107180
SEC #801-34623
CIK #0000849854, 0001750403
AUM $528.3 MM (88% Disc, 100% US, 2020-06-29)
Employees 8 (75% Investors, 0% Brokers)
Phone425-250-7600
Address5400 Carillon Point
Kirkland, WA 98033-6240
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012001999200620132021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
RIO 82,990.0 2.5
EPD 53,670.0 2.2
BRG 218.1 2.0
NLY 12,900.0 2.0
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4503602701809002012201520182021
EDGAR Form CIK 2011 - 2021
13F-HR [0000849854]
13F-HR [0001750403]
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