Overview
Assets Under Management: $3.5 billion
Headquarters: DEERFIELD, IL
High-Net-Worth Clients: 586
Average Client Assets: $5.4 million
Frequently Asked Questions
STRATEGIC WEALTH PARTNERS 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 #174052), STRATEGIC WEALTH PARTNERS is subject to fiduciary duty under federal law.
STRATEGIC WEALTH PARTNERS is headquartered in DEERFIELD, IL.
STRATEGIC WEALTH PARTNERS serves 586 high-net-worth clients according to their SEC filing dated April 26, 2024. View client details ↓
According to their SEC Form ADV, STRATEGIC WEALTH PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STRATEGIC WEALTH PARTNERS manages $3.5 billion in client assets according to their SEC filing dated April 26, 2024.
According to their SEC Form ADV, STRATEGIC WEALTH PARTNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 586
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.32%
Average Client Assets: $5.4 million
Total Client Accounts: 6,045
Discretionary Accounts: 5,996
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 174052
Filing ID: 1870670
Last Filing Date: 2024-04-26 10:21:00