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STRATEGIC WEALTH CAPITAL
345 California Street, 6th Floor
San Francisco, California 94104
Tel: 415-780-7022
About STRATEGIC WEALTH CAPITAL
STRATEGIC WEALTH CAPITAL, formally registered with the SEC as STRATEGIC WEALTH CAPITAL. The firm was established in 05/04/2023. They have over 1 offices throughout the country.
STRATEGIC WEALTH CAPITAL is a San Francisco, California based Financial Planning firm with nearly $178,930,538 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326299 |
| SEC# | 801-127930 |
| Assets Managed by Firm | $178,930,538 |
| No. of Clients | 289 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 289 | $178,930,538 |
| Individuals (other than high net worth individuals) | 25 | $19,965,503 |
| High net worth individuals | 27 | $157,847,099 |
| Corporations or other businesses | 1 | $1,117,936 |
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