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STRATEGIC WEALTH MANAGEMENT, LLC
STRATEGIC WEALTH MANAGEMENT, LLC
BEDFORD, Texas
·
2 registered advisors
·
CRD# 171908
SEC# 801-112757
0
(817) 391-1090
01
Firm Overview
AUM
$118M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRATEGIC WEALTH MANAGEMENT, LLC
2 registered advisors
Jeanine Marie Benenati
BEDFORD, Texas
CRD# 2894693
Matthew M Condit
BEDFORD, Texas
CRD# 5813558
05
Office Locations
BEDFORD, Texas
2 advisors
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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH MANAGEMENT, LLC (CRD# 171908) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.