Strategic Wealth Group

RIASEC RegisteredEst. 2016

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$233K

Accounts

6,600

Employees

Advisory reps

Firm details

Headquarters: Eden Prairie, Minnesota
CRD number: 284430
Registered since: August 2, 2016
Website: www.strategicwg.net
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI68.53%
Individuals29.96%
Pension & Profit Sharing Plans0.78%
Charitable Organizations0.54%
Corporations / Businesses0.2%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Strategic Wealth Group is an SEC-registered limited liability company that began advisory operations in 2016. The firm serves both individuals and families as well as institutional clients and combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage activities. Compensation methods include percentage-of-assets fees as well as hourly and fixed-fee arrangements. The adviser is not positioned as a multi-state or ESG-focused manager and does not act as a capital allocator to in-house alternative strategies. The firm maintains an affiliation with a broker-dealer and is owned by a combination of domestic entity and individual ownership.