National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > new jersey > fairfield > STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#128199
SEC#801-69126
Assets Managed by Firm$1,180,745,837
No. of Clients3250
No. of Advisors13

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 ClientsAUM
Firm Total3250$1,180,745,837
Individuals (other than high net worth individuals)150$215,600,000
High net worth individuals150$906,645,837
Pension and profit sharing plans15$58,500,000

More Retirement Planning firms in Fairfield, New Jersey:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PGIM, INC.
655 Broad St.
Newark, NJ, 07102
$1,014,741,753,02910211705
UBS FINANCIAL SERVICES INC.
1200 Harbor Boulevard
Weehawken, NJ, 07086
$702,387,082,915109348612701
MANAGED ACCOUNT ADVISORS LLC
101 Hudson Street
Jersey City, NJ, 07302
$691,908,159,462184056561
METLIFE INVESTMENT MANAGEMENT, LLC
One Metlife Way
Whippany, NJ, 07981
$499,516,358,508637925
BLACKROCK INVESTMENT MANAGEMENT, LLC
1 University Square Drive
Princeton, NJ, 08540
$458,191,510,749463321483

Explore More Retirement Advisors in Fairfield, New Jersey