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Building 2STRATEGIC WEALTH ADVISORS GROUP, INC.

Map pinUTICA, MI
Phone586-203-2275
NotebookSEC #801-130149
Total AUM
$206.7M
Employees
13
Clients
544

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8667 HALL ROAD
UTICA
MI 48317
United States
Operating Hours
9AM - 5 PM
Monday - Friday
Phone
586-203-2275
Other Offices
1

ReceiptFinancials

Total AUM
$206.7M
Accounts
1,270
Discretionary
$206.7M
Accounts
1,270
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
471
AUM
$116.4M
HNW Individual Clients
73
AUM
$90.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLILINMIMONCOHPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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