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Home > Retirement Planners > kentucky > louisville > STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH INVESTMENT GROUP, LLC
500 N. Hurstbourne Parkway
Suite 120
Louisville, Kentucky 40222
Tel: 502-412-3354
About STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH INVESTMENT GROUP, LLC, formally registered with the SEC as STRATEGIC WEALTH INVESTMENT GROUP, LLC. The firm was established in 11/14/2019. They have over 18 offices throughout the country.
STRATEGIC WEALTH INVESTMENT GROUP, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $900,767,493 assets under management, offering retirement planning & investment advisory services to 22963 clients. The firm is staffed with 76 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165474 |
| SEC# | 801-117642 |
| Assets Managed by Firm | $900,767,493 |
| No. of Clients | 22963 |
| No. of Advisors | 76 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22963 | $900,767,493 |
| Individuals (other than high net worth individuals) | 3676 | $388,384,357 |
| High net worth individuals | 556 | $512,383,136 |
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