CRD: 285863
Strategic Wealth Advisors Group, Inc.
$206.7M Total AUM
$206.7M Disc. AUM
-- 3Y CAGR
13 Employees
544 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 4
Office Locations
8667 Hall Road Utica MI
-- NEW Vienna OH
-- Nixa MO
About Strategic Wealth Advisors Group, Inc.
Strategic Wealth Advisors Group is a retail RIA focused on retirees and retirement planning, providing ongoing financial planning, portfolio construction, tax and estate planning, and insurance/annuity guidance. Investment implementation includes ETFs and mutual funds. The firm reports custody via Charles Schwab and uses eMoney for planning workflows.
Team overview
59 AVG AGE
$34.4M AVG AUM / ADVISOR
$379.9K AVG AUM / CLIENT
3.1 yrs AVG TENURE
13 Employees
6 Advisory Reps
6 RIA Reps
9yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
TIMOTHY SCOTT SULLIVAN
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #5618089
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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K
KENNETH ARAFAT
--
- CRD
- #8289268
Available
Available
Available
C
CHARLES BRYON EASTES
Financial Advisor
- CRD
- #1371094
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,664,688 | $162,728 |
| Non-Discretionary | $0 | -- |
| Total | $206,664,688 | $162,728 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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