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STRATEGIC WEALTH PARTNERS, LTD.

Tel: (216) 800-9000
5005 Rockside Road
Suite 1200
Independence, Ohio  44131-6829

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STRATEGIC WEALTH PARTNERS, LTD.

STRATEGIC WEALTH PARTNERS, LTD. is a Independence, Ohio based financial advisory firm with nearly $1,083,606,865 in assets under management and provides investment advisory services for 3107 clients. There are currently 23 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

148586

SEC#:

801-79487

No. of Clients:

3107

Assets under Management

$1,083,606,865

No. of Advisors:

23

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