Strategic Wealth Advisors, LLC
Strategic Wealth Advisors, LLC (CRD# 114167) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $288,610,925 in 443 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management289MILLION
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Total Number of Accounts443ACCOUNTS
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Average Account Value$651,492
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, TX
John Bagley (CRD# 4452812) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
Laurie Bagley (CRD# 2555369) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.
James Schwartz (CRD# 3088509) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Matthew Masin (CRD# 6831571) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.