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Strategic Wealth Advisors Group, Inc.

● SEC registered since 2024CRD 285863SEC# 801-130149Utica, MI
Export (members)
Reg. AUM
$140.2M
Employees
11
Accounts
815
Location
Utica, MI

Strategic Wealth Advisors Group, Inc. assets under management

Strategic Wealth Advisors Group, Inc. is a registered investment adviser overseen by the SEC based in Utica, MI. The firm has been registered since 2024. It reports $140.2 million in regulatory assets under management and employs 11 people.
www.swaganalysis.comView on SEC.gov ↗

Strategic Wealth Advisors Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Timothy Scott Sullivan ControlPresident/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Strategic Wealth Advisors Group, Inc. manage?

Strategic Wealth Advisors Group, Inc. reports $140.2 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Wealth Advisors Group, Inc. have?

Strategic Wealth Advisors Group, Inc. reports 11 employees.

Where is Strategic Wealth Advisors Group, Inc. located?

Strategic Wealth Advisors Group, Inc. is based in Utica, MI and has been SEC-registered since 2024.

Does Strategic Wealth Advisors Group, Inc. disclose fund performance?

Strategic Wealth Advisors Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8667 Hall Road, Utica, MI 48317
Phone586-203-2275
Office hours9a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.2M
Non-discretionary$0
Total (RAUM)$140.2M