Strategic Wealth Advisors is an investment advisor in Sacramento with $6.62 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Strategic Wealth Advisors Group,Inc.
SEC CIK
IRS number
204922484
SEC advisor number
801-107913
FINRA CRD number
283824
AUM ?
$6.62 bn
(as of 3 Mar 23)
Accounts
24,579
(as of 3 Mar 23)
Employees
237
(124 investment advisory or research)
Address
Strategic Wealth Advisors
3610 AMERICAN RIVER DR.
SUITE 120
SACRAMENTO
CA 95864
3610 AMERICAN RIVER DR.
SUITE 120
SACRAMENTO
CA 95864
Phone
1-650-571-1934
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22
13F-HR
Quarterly holdings report by institutional manager
17 Nov 21