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R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

Tel: 315-218-7350
5784 Widewaters Parkway
First Floor
Dewitt, New York  13214

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R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS is a Dewitt, New York based financial advisory firm with nearly $146,704,435 in assets under management and provides investment advisory services for 444 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

143462

SEC#:

801-70011

No. of Clients:

444

Assets under Management

$146,704,435

No. of Advisors:

3

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