Strategic Wealth Management Inc

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CAFR Data
Strategic Wealth Management Inc
CRD #109389
SEC #801-55725
CIK #
AUM $41.4 MM (84% Disc, 100% US, 2006-08-31)
Employees0 (0% Investors, 0% Brokers)
Phone909-695-4937
Address31257 Hiawatha Court
Temecula, CA 92592
Source [IAPD] [Website]
Total AUM ($MM)
604836241202001200620112016
Comparable Firms State AUM ($BB)
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FL 0.0
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NY 0.0
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MI 0.0
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UT 0.0
CAG Tampa LLC
FL 0.0
James Stuart III
NE 0.0
Northeastern Financial Consultants Inc
PA 0.0
Hepworth Equity Partners LLC
NY 0.0
Thirsty Horses Group Inc
NJ 0.0
DJM Wealth Strategies LLC
AZ 0.0
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