Strategic Wealth Partners
Strategic Wealth Partners (CRD# 174052) is a financial advisory firm headquartered in Deerfield, IL. They manage $3,483,244,924 in 6,045 accounts and serve the financial needs of clients across 28 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3,483MILLION
-
Total Number of Accounts6,045ACCOUNTS
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Average Account Value$576,219
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WI
Financial Advisors at Strategic Wealth Partners
No Advisor Found.
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