Be advised. This firm is no longer registered.

Strategic Wealth Advisors Group

Strategic Wealth Advisors Group (CRD# 140977) is a financial advisory firm headquartered in San Mateo, CA. They manage $863,083,953 in 4,935 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    863
    MILLION
  • Total Number of Accounts
    4,935
    ACCOUNTS
  • Average Account Value
    $174,890
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA

Financial Advisors at Strategic Wealth Advisors Group
Showing 1 - 2 of 2 top financial advisors.
1
Bryan C. Foronjy
CRD#: 4978922
956 Walnut Street, Suite 200, San Luis Obispo, CA 93401
103
Wealthminder
score

Bryan Foronjy (CRD# 4978922) is an Investment Advisor Representative working with Strategic Wealth Advisors Group and doing business as Foronjy Financial in San Luis Obispo and Santa Barbara Counties with over 10 years of experience in the financial services industry.

2
Jevon M. Webster
CRD#: 4751511
735 University Ave, Sacramento, CA 95825
103
Wealthminder
score
Jevon Webster (CRD# 4751511) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Sacramento, CA and has over 12 years of experience in the finance industry.
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