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STRATEGIC WEALTH GROUP
EDEN PRAIRIE, MN
952-843-4944
SEC #801-108208Total AUM
$1.5B
Employees
24Clients
3,557Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7820 TERREY PINE CT, #200
EDEN PRAIRIE
MN 55347
United States
EDEN PRAIRIE
MN 55347
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
952-843-4944
Other Offices
7
Financials
Total AUM
$1.5B
Accounts
6,600Discretionary
$1.5B
Accounts
6,600Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,347AUM
$460.5M
HNW Individual Clients
1,177AUM
$1.1B
Pension/Profit Sharing Plan Clients
17AUM
$12M
Charitable Organization Clients
7AUM
$8.2M
Corporation or Business Clients
9AUM
$3.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
ARAZCACOFLGAIAILLAMIMNMOMTNCNDNENHNYPASCSDTXWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.