Overview
Assets Under Management: $207 million
Headquarters: UTICA, MI
High-Net-Worth Clients: 73
Average Client Assets: $1.2 million
Frequently Asked Questions
STRATEGIC WEALTH ADVISORS GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285863), STRATEGIC WEALTH ADVISORS GROUP, INC. is subject to fiduciary duty under federal law.
STRATEGIC WEALTH ADVISORS GROUP, INC. is headquartered in UTICA, MI.
STRATEGIC WEALTH ADVISORS GROUP, INC. serves 73 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, STRATEGIC WEALTH ADVISORS GROUP, INC. offers financial planning, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
STRATEGIC WEALTH ADVISORS GROUP, INC. manages $207 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, STRATEGIC WEALTH ADVISORS GROUP, INC. serves pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.68%
Average Client Assets: $1.2 million
Total Client Accounts: 1,270
Discretionary Accounts: 1,270
Regulatory Filings
CRD Number: 285863
Filing ID: 2082690
Last Filing Date: 2026-03-30 16:03:52