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 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 306% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 306% of the manager's regulatory AUM.
STRATEGIC WEALTH StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
STRATEGIC WEALTH Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
QQQ | 4.87% | ETF | 8.7% | -0.11% | 0 | 17% | ||
AAPL | 4.2% | Tech | 1.46% | -0.37% | 0 | 52% | ||
Unlock Positions and Returns Details |
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
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here