Strategic Family Wealth Counselors, L.L.C.
Firm details
- Headquarters
- Fairfield, New Jersey
- CRD number
- 128199
- Registered since
- May 2, 2008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.2%
- Individuals15.06%
- Pension & Profit Sharing Plans4.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Family Wealth Counselors, L.L.C. is an independent, limited liability advisory firm that has been registered with the SEC since 2008. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering a mix of financial planning and portfolio management across individual, small business and institutional mandates. Its service set includes pension consulting and selection of sub‑advisers. Fees are charged via a combination of assets-under-management percentages, hourly rates and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Cash & Cash Equivalents12%
- Exchange Traded Equities10%
- US Government Bonds8%
- State & Local Bonds8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$416M in ETFs
70%
$293M
25%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $19.6M | 545,982 | 4.71% |
Location
Fairfield, NJ
Essex
Location
Fairfield, NJ
Headquartered in Fairfield, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 100 Passaic Ave
- Time zone
- ET (UTC-5)
- Office locations
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