There is insufficient data to calculate a profile for STRATEGIC WEALTH ADVISORS GROUPINC.. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.
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 to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
STRATEGIC WEALTH StockAlpha
| Top 25% |
0yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATEGIC WEALTH Since Last Filing Return Details
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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
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STRATEGIC WEALTH Investment Strategy
STRATEGIC WEALTH Portfolio Concentration
STRATEGIC WEALTH Location
STRATEGIC WEALTH Contact Information
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