STRATEGIC WEALTH MANAGEMENT GROUP, LLC

HTTP://WWW.STRAT-WEALTH.COM COLUMBIA, MD Investment Advisor How do I update this listing?

Strategic Wealth Management Group is based out of Columbia. Strategic Wealth Management Group is a large advisory firm with 852 clients and discretionary assets under management (AUM) of $924,108,475 (Form ADV from 2018-12-27). Their last reported 13F filing for Q4 2018 included $104,169,000 in managed 13F securities and a top 10 holdings concentration of 65.74%. Strategic Wealth Management Group's largest holding is Schwab US Dividend Equity ETF with shares held of 467,850. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

STRATWEALTH
8170 MAPLE LAWN BLVD. SUITE 100
FULTON MD    20759
Country: United States

Business Phone: 410-988-9494
Fax: 443-535-0313
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities: 974,773,000
Total Number of Clients: 852
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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