Strategic Business & Wealth Solutions, Inc.
Strategic Business & Wealth Solutions, Inc. (CRD# 174747) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $3,299,904 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$149,996
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Steven White (CRD# 6440476) is an Investment Advisor Representative working at Strategic Business & Wealth Solutions, Inc. in Salt Lake City, UT and has 1 year of experience in the finance industry.