Strategic Wealth Management Advisors, Inc.

Strategic Wealth Management Advisors, Inc. (CRD# 141186) is a financial advisory firm headquartered in Tallahassee, FL. They manage $45,446,419 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $172,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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.

FL

Financial Advisors at Strategic Wealth Management Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Todd C. Hunter
CRD#: 1463741
2846 Remington Green Circle, Su B, Tallahassee, FL 32308
83
Wealthminder
score

Todd Hunter (CRD# 1463741) is an Investment Advisor Representative working at Strategic Wealth Management Advisors, Inc. in Tallahassee, FL and has over 30 years of experience in the finance industry.

2
Carl G. Monson
CRD#: 1320211
2846 Remington Green Circle, Su B, Tallahassee, FL 32308
73
Wealthminder
score

Carl Monson (CRD# 1320211) is an Investment Advisor Representative working at Strategic Wealth Management Advisors, Inc. in Tallahassee, FL and has over 12 years of experience in the finance industry.

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