Be advised. This firm is no longer registered.

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $323,810
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Strategic Wealth Management Group, Inc.
No Advisor Found.
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