Strategic Wealth Capital
Strategic Wealth Capital (CRD# 326299) is a financial advisory firm headquartered in San Francisco, CA. They manage $178,930,538 in 289 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management179MILLION
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Total Number of Accounts289ACCOUNTS
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Average Account Value$619,137
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, TX, VA
Financial Advisors at Strategic Wealth Capital
1
Aureliana Lopes Monteiro (CRD# 6188659) is an Investment Advisor Representative working at Strategic Wealth Capital in San Francisco, CA and has over 9 years of experience in the finance industry.
2
Adrianne Yamaki (CRD# 3146002) is an Investment Advisor Representative working at Strategic Wealth Capital in San Francisco, CA and has over 25 years of experience in the finance industry.
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