Strategic Wealth Management LLC
Strategic Wealth Management LLC (CRD# 140745) is a financial advisory firm headquartered in Briarcliff Manor, NY. They manage $12,515,372 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$544,147
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)