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| Strategic Wealth Partners Group LLC
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|
|---|---|
| CRD # | 174052 |
| SEC # | 801-80683 |
| CIK # | 0001720777, 0001682677 |
| AUM | $3.0 BB (2023-03-31) |
| Employees | 40 (50% Investors, 0% Brokers) |
| Phone | 224-632-1600 |
| Address | 520 Lake Cook Road Deerfield, IL 60015 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | SWP Strategic Income LLC | [2017-03-29] | 5.9 | 13.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 437 | 0.2 |
| (b) Individuals (high net worth individuals) | 539 | 2.7 |
| (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 | 16 | 0.0 |
| (h) Charitable organizations | 6 | 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 | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,459 | 3.0 |
| By Discretionary | ||
| Discretionary | 4,411 | 3.0 |
| Non-Discretionary | 48 | 0.0 |
| Total | 4,459 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 4,459 | 3.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| David Copeland | 13 | ||
| Neal Price | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001682677] | |
| 13F-HR | [0001720777] |
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MD | 3.1 |
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