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Building 2STRATEGIC WEALTH ADVISORS GROUP

Map pinSAN MATEO, CA
Phone650.571.1934
NotebookSEC #801-67001
Total AUM
$863.1M
Employees
108
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 BOREL AVENUE, SUITE 620
SAN MATEO
CA 94402
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
650.571.1934

ReceiptFinancials

Total AUM
$863.1M
Accounts
4,935
Discretionary
$814.1M
Accounts
4,702
Non-Discretionary
$49M
Accounts
233

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDCFLGAIDILINLAMDMINCNHNMNVNYOHOKORPATXUTVAVTWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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