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Building 2STRATEGIC WEALTH PARTNERS INC.

Map pin
Phone585-738-9930
NotebookSEC #801-72682
Total AUM
$31M
Employees
1
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM 5:00 PM
Monday - Friday
Phone
585-738-9930

ReceiptFinancials

Total AUM
$31M
Accounts
154
Discretionary
$31M
Accounts
154
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1M
HNW Individual Clients
150
AUM
$30M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeFelony ConvictionMisdemeanor ConvictionMisdemeanor Conviction ChargeSRO False Statement FindingSRO Rule Violation
State Registrations
FLNYPA

HandshakeAffiliates

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

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