Strategic Wealth Partners Group LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Strategic Wealth Partners Group LLC
CRD #174052
SEC #801-80683
CIK #1682677
AUM $2.7 BB (96% Disc, 100% US, 2020-03-30)
Employees35 (54% Investors, 0% Brokers)
Address520 Lake Cook Road
Deerfield, IL 60015
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other SWP Strategic Income LLC [2014-01-02] 5.9 14.8
View All
Fund Directors # Filings # Firms 2011 - 2020
David Copeland 2 2
Neal Price 1 1
Comparable Firms State AUM ($BB)
TX 2.8
SYM Financial Corporation
IN 2.7
Vontobel Swiss Wealth Advisors AG
SVA Wealth Management LLC
WI 2.7
Empirical Financial Services LLC
WA 2.7
Atherton Lane Advisers LLC
CA 2.6
Willis Investment Counsel Inc
GA 2.6
Forstmannleff LLC
NY 2.6
EPG Incorporated
MA 2.6
Dorset Management Corporation
NY 2.6
Terms of Service | Privacy Policy | User Guide