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Patricia Brown Achterhof

STRATEGIC WEALTH MANAGEMENT GROUP, LLC·FULTON, Maryland
Unclaimed Profile
8170 MAPLE LAWN BLVD., FULTON, MD 20759CRD# 6444824Firm CRD# 113678
01

About

Patricia Brown Achterhof is a registered financial advisor based in FULTON, Maryland, affiliated with STRATEGIC WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT GROUP, LLC
STRATWEALTH
AUM
$1.8B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6444824
Firm CRD# 113678
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Brown Achterhof offer?
Patricia Brown Achterhof specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULTON, Maryland for a consultation.
What are Patricia Brown Achterhof's credentials?
Patricia Brown Achterhof is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Brown Achterhof located?
Patricia Brown Achterhof is based in FULTON, Maryland, working with STRATEGIC WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the FULTON metropolitan area and surrounding communities.
How does Patricia Brown Achterhof charge for services?
Patricia Brown Achterhof's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH MANAGEMENT GROUP, LLC?
STRATEGIC WEALTH MANAGEMENT GROUP, LLC has approximately 22 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FULTON
James Kurz Eichelberger — STRATEGIC WEALTH MANAGEMENT GROUP, LLCGary Paul Desjardins — STRATEGIC WEALTH MANAGEMENT GROUP, LLCJennine Ramsey Lacroix — STRATEGIC WEALTH MANAGEMENT GROUP, LLCTimothy Jerry Kvech — PLANNING SOLUTIONS GROUP, LLCJames Mark Griesser — STRATEGIC WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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