Strategic Wealth Partners Ltd

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Assets, Funds, Holdings

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Strategic Wealth Partners Ltd
CRD #148586
SEC #801-79487
CIK #
AUM $344.3 MM (99% Disc, 100% US, 2020-03-30)
Employees17 (82% Investors, 6% Brokers)
Phone216-800-9000
Address5005 Rockside Road
Independence, OH 44131-6829
Source [IAPD] [Website]
Total AUM ($MM)
3452762071386902010201320172021
Sector Issuer Cap ($MM) Value ($MM)
IWF 50.9
IWD 33.6
SPY 25.0
VTI 16.5
EFA 15.6
IWO 8.9
IWN 7.7
ACWX 7.6
IWP 5.4
IWM 4.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02015201620172019
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