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Building 2STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

Map pinTALLAHASSEE, FL
Phone850-383-0001
NotebookSEC #801-66999
Total AUM
$40.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1615 VILLAGE SQUARE BLVD., SU THREE
TALLAHASSEE
FL 32309
United States
Operating Hours
MON-THURS: 8:30-12:30, 2:00-4:30; FRI: 8:30-2:30
Monday - Friday
Phone
850-383-0001

ReceiptFinancials

Total AUM
$40.9M
Accounts
294
Discretionary
$21.9M
Accounts
179
Non-Discretionary
$19M
Accounts
115

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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