STRATEGIC WEALTH INVESTMENT GROUP, LLC

LOUISVILLE, Kentucky·5 registered advisors·CRD# 165474
SEC# 801-11764217502-412-3354
01

Firm Overview

AUM
$901M
Regulatory assets under management
Employees
76
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRATEGIC WEALTH INVESTMENT GROUP, LLC

5 registered advisors
Dustin Stanley
LOUISVILLE, Kentucky
Edmund Douglas Robinson
LOUISVILLE, Kentucky
Jacob Provart
LOUISVILLE, Kentucky
Jordan Schwartz
LOUISVILLE, Kentucky
Laurin Mackenzie Scaffidi
LOUISVILLE, Kentucky
05

Office Locations

LOUISVILLE, Kentucky
5 advisors

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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH INVESTMENT GROUP, LLC (CRD# 165474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.