STRATEGIC WEALTH Overview
Strategic Wealth Advisors Groupinc. is an investment advisor that manages 612 MM dollars in regulatory AUM and has 58 employees, of which 33 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/14 to 09/30/18. The fund's latest filing disclosed 799MM in positions, representing 131% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 09/30/18. The fund's latest filing disclosed 799MM in positions, representing 131% of the manager's regulatory AUM.
STRATEGIC WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATEGIC WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 5.25% | Cons. Disc. | -19.32% | -0.33% | 0 | 35% | ||
| USMV | 3.54% | ETF | -6.59% | 0.09% | 0 | 2% | ||
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FEATURED IN
STRATEGIC WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James W. Herrington | Chairman | May-2006 |
| Rosemary A. Richard | Chief Compliance Officer | January-2012 |
| Jeremy L. Olen | Chief Investment Officer | July-2014 |
| Daxs A. Stadjuhar | Chief Supervisory Officer | August-2014 |
| Christopher F. Mercado | Chief Investment Strategist | August-2014 |
STRATEGIC WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STRATEGIC WEALTH Investment Strategy
STRATEGIC WEALTH Portfolio Concentration
STRATEGIC WEALTH Location
411 BOREL AVENUE, SUITE 620
SAN MATEO, California
UNITED STATES, 94402
SAN MATEO, California
UNITED STATES, 94402
STRATEGIC WEALTH Contact Information
Phone Number: 650.571.1934
Fax Number: 650.571.6301
Website: http://www.fsnweb.com
Fax Number: 650.571.6301
Website: http://www.fsnweb.com
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