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).

Current Firm Details
411 Borel Avenue, Suite 620, San Mateo, CA 94402
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
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
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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