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 registered investment adviser that has been SEC-registered since 2008 and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Strategic Family Wealth Counselors does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser in the source data.
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
1 of 1
Joseph Sluck
Chief Operating OfficerCRD 2161084
Contacts
3 of 5Lauren Dwyer
Investment Adviser RepresentativeCRD 7824692
Michael Dwyer
OwnerCRD 6490720
Michael Dwyer
Managing MemberCRD 1042316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 137Active vs passive
$419M in ETFs
71%
$299M
24%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $18.3M | 540,636 | 4.36% |
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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