Overview
Assets Under Management: $57 million
Headquarters: VICTOR, NY
High-Net-Worth Clients: 176
Average Client Assets: $0.3 million
Frequently Asked Questions
STRATEGIC WEALTH PARTNERS 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 #158483), STRATEGIC WEALTH PARTNERS INC. is subject to fiduciary duty under federal law.
STRATEGIC WEALTH PARTNERS INC. is headquartered in VICTOR, NY.
STRATEGIC WEALTH PARTNERS INC. serves 176 high-net-worth clients according to their SEC filing dated August 02, 2018. View client details ↓
According to their SEC Form ADV, STRATEGIC WEALTH PARTNERS INC. offers portfolio management for individuals. View all service details ↓
STRATEGIC WEALTH PARTNERS INC. manages $57 million in client assets according to their SEC filing dated August 02, 2018.
According to their SEC Form ADV, STRATEGIC WEALTH PARTNERS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 176
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.3 million
Total Client Accounts: 176
Discretionary Accounts: 176
Regulatory Filings
CRD Number: 158483
Filing ID: 1232766
Last Filing Date: 2018-08-02 11:46:00