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Strategic Family Wealth Counselors, L.L.C.

● SEC registered since 2008CRD 128199SEC# 801-69126Fairfield, NJ
Export (members)
Reg. AUM
$1.31B
Employees
13
Accounts
3,500
Location
Fairfield, NJ

Strategic Family Wealth Counselors, L.L.C. assets under management

Strategic Family Wealth Counselors, L.L.C. is a registered investment adviser overseen by the SEC based in Fairfield, NJ. The firm has been registered since 2008. It reports $1.3 billion in regulatory assets under management and employs 13 people.

Strategic Family Wealth Counselors, L.L.C. owners & executives

5 reported
NameTitleOwnershipSince
Christine T DwyerTrustee Of Michael T. Dwyer, Iii 2021 Family TrustUnder 5%2021
Joseph Lawrence Sluck ControlChief Compliance OfficerUnder 5%2021
Michael T. Dwyer, III 2021 Family TrustMemberOver 75%2022
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Frequently asked questions

How much does Strategic Family Wealth Counselors, L.L.C. manage?

Strategic Family Wealth Counselors, L.L.C. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Strategic Family Wealth Counselors, L.L.C. have?

Strategic Family Wealth Counselors, L.L.C. reports 13 employees.

Where is Strategic Family Wealth Counselors, L.L.C. located?

Strategic Family Wealth Counselors, L.L.C. is based in Fairfield, NJ and has been SEC-registered since 2008.

Does Strategic Family Wealth Counselors, L.L.C. disclose fund performance?

Strategic Family Wealth Counselors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Passaic Avenue, Fairfield, NJ 07004
Phone973-575-3444
Fax973-575-5590
Office hours8:30 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1729755
Discloses disciplinary historyNo

Assets under management

Discretionary$1.14B
Non-discretionary$169.3M
Total (RAUM)$1.31B