STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

100 Passaic Avenue
Fairfield, New Jersey 07004
Tel: 973-575-3444

About STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

STRATEGIC FAMILY WEALTH COUNSELORS, LLC, formally registered with the SEC as STRATEGIC FAMILY WEALTH COUNSELORS, LLC. The firm was established in 05/02/2008. They have over 1 offices throughout the country.

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. is a Fairfield, New Jersey based Financial Planning firm with nearly $1,180,745,837 assets under management, offering retirement planning & investment advisory services to 3250 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128199
SEC#	801-69126
Assets Managed by Firm	$1,180,745,837
No. of Clients	3250
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (BILL PAY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3250	$1,180,745,837
Individuals (other than high net worth individuals)	150	$215,600,000
High net worth individuals	150	$906,645,837
Pension and profit sharing plans	15	$58,500,000

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METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483
PGIM INVESTMENTS LLC 655 Broad Street Newark, NJ, 07102	$315,351,503,018	167	558

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