Strategic Wealth Management Group, Inc.
Strategic Wealth Management Group, Inc. (CRD# 113982) is a financial advisory firm headquartered in Stuart, FL. They manage $136,000,000 in 420 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management136MILLION
Total Number of Accounts420ACCOUNTS
Average Account Value$323,810
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters