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Building 2STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Map pinSTUART, FL
Phone772-600-0084
NotebookSEC #801-61033
Total AUM
$54.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 COLORADO AVENUE
SUITE #1
STUART
FL 34994
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
772-600-0084

ReceiptFinancials

Total AUM
$54.2M
Accounts
228
Discretionary
$54.2M
Accounts
228
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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