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 06/30/16. The fund's latest filing disclosed 512MM in positions, representing 84% of the manager's regulatory AUM.

STRATEGIC WEALTH StockAlpha

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Fundamental & Technical Factor Exposure

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STRATEGIC WEALTH Since Last Filing Return Details

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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

STRATEGIC WEALTH Contact Information

Phone Number: 650.571.1934
Fax Number: 650.571.6301
Website:

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