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STRATEGIC WEALTH ADVISORS GROUP, INC.
STRATEGIC WEALTH ADVISORS GROUP, INC.
STRATEGIC WEALTH ADVISORS GROUP
SAN MATEO, California
·
2 registered advisors
·
CRD# 140977
SEC# 801-67001
650.571.1934
01
Firm Overview
AUM
$863M
Regulatory assets under management
Employees
108
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRATEGIC WEALTH ADVISORS GROUP, INC.
2 registered advisors
James Windsor Herrington
SAN MATEO, California
CRD# 244142
Keith James Kelly
SAN MATEO, California
CRD# 2618812
05
Office Locations
SAN MATEO, California
2 advisors
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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH ADVISORS GROUP, INC. (CRD# 140977) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.