7820 Terrey Pine Ct, #200
Eden Prairie, Minnesota 55347
Tel: 952-843-4944
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284430 |
SEC# | 801-108208 |
Assets Managed by Firm | $1,036,980,550 |
No. of Clients | 4831 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4831 | $1,036,980,550 |
Individuals (other than high net worth individuals) | 1786 | $319,742,032 |
High net worth individuals | 833 | $693,247,422 |
Pension and profit sharing plans | 16 | $9,721,592 |
Charitable organizations | 20 | $9,195,167 |
Corporations or other businesses | 14 | $5,074,337 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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