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Building 2STRATEGIC WEALTH INVESTMENT GROUP, LLC

Map pinLOUISVILLE, KY
Phone502-412-3354
NotebookSEC #801-117642
Total AUM
$1.4B
Employees
88
Clients
3,900

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 N. HURTSBOURNE PARKWAY
SUITE 120
LOUISVILLE
KY 40222
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
502-412-3354
Other Offices
19

ReceiptFinancials

Total AUM
$1.4B
Accounts
8,606
Discretionary
$1.4B
Accounts
8,606
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,614
AUM
$912.7M
HNW Individual Clients
286
AUM
$471.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACODCFLGAIAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXVAWAWI

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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