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.

STRATEGIC WEALTH StockAlpha

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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

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STRATEGIC WEALTH Contact Information

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