Strategic Wealth Management, LLC
Strategic Wealth Management, LLC (CRD# 292710) is a financial advisory firm headquartered in Goshen, IN. They manage $3,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Strategic Wealth Management, LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$200,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Strategic Wealth Management, LLC
No Advisor Found.
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