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Building 2R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

Map pinDEWITT, NY
Phone315-218-7350
NotebookSEC #801-70011
Total AUM
$159.1M
Employees
3
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5784 WIDEWATERS PARKWAY
FIRST FLOOR
DEWITT
NY 13214
United States
Operating Hours
9-5
Monday - Friday
Phone
315-218-7350

ReceiptFinancials

Total AUM
$159.1M
Accounts
446
Discretionary
$0
Accounts
0
Non-Discretionary
$159.1M
Accounts
446

ContactClients

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Individual Clients
169
AUM
$17.5M
HNW Individual Clients
118
AUM
$138.2M
Pension/Profit Sharing Plan Clients
4
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
FLNYSC

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

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