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STRATEGIC WEALTH GROUP

7820 Terrey Pine Ct, #200
Eden Prairie, Minnesota 55347
Tel: 952-843-4944

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About STRATEGIC WEALTH GROUP

STRATEGIC WEALTH GROUP, formally registered with the SEC as STRATEGIC WEALTH GROUP. The firm was established in 08/02/2016. They have over 10 offices throughout the country.

STRATEGIC WEALTH GROUP is a Eden Prairie, Minnesota based Financial Planning firm with nearly $1,036,980,550 assets under management, offering retirement planning & investment advisory services to 4831 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#284430
SEC#801-108208
Assets Managed by Firm$1,036,980,550
No. of Clients4831
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (REFERRAL FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total4831$1,036,980,550
Individuals (other than high net worth individuals)1786$319,742,032
High net worth individuals833$693,247,422
Pension and profit sharing plans16$9,721,592
Charitable organizations20$9,195,167
Corporations or other businesses14$5,074,337

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