STRATEGIC WEALTH MANAGEMENT GROUP, LLC

STRATWEALTH
FULTON, Maryland·10 registered advisors·CRD# 113678
SEC# 801-611792410-988-9494
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
10
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
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRATEGIC WEALTH MANAGEMENT GROUP, LLC

10 registered advisors
Amanda Nicole Campbell
FULTON, Maryland
Gary Paul Desjardins
FULTON, Maryland
James Kurz Eichelberger
FULTON, Maryland
James Mark Griesser
FULTON, Maryland
Jennine Ramsey Lacroix
FULTON, Maryland
Joseph Patrick Garrison
FULTON, Maryland
Kimberly Sarah Magaha
FULTON, Maryland
Patricia Brown Achterhof
FULTON, Maryland
Patricia V. Eddy
COLUMBIA, Maryland
Shaun Eddy
COLUMBIA, Maryland
05

Office Locations

FULTON, Maryland
8 advisors
COLUMBIA, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH MANAGEMENT GROUP, LLC (CRD# 113678) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.