STRATEGIC WEALTH MANAGEMENT GROUP, INC.

STUART, Florida·5 registered advisors·CRD# 113982
SEC# 801-79333772-600-0084
01

Firm Overview

AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRATEGIC WEALTH MANAGEMENT GROUP, INC.

5 registered advisors
Amy Duffett Chappel
STUART, Florida
C Nall
STUART, Florida
Gene Bradley Goldin
STUART, Florida
Kimberly Ann Martin
STUART, Florida
Stephen Mark Roegiers
STUART, Florida
05

Office Locations

STUART, Florida
5 advisors

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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH MANAGEMENT GROUP, INC. (CRD# 113982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.