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Strategic Wealth Partners

Strategic Wealth Partners is an investment advisor in Independence with $401.4M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262328809
SEC advisor number
801-79487
FINRA CRD number
148586
AUM ?
$401.4M (as of 11 Jun 21)
Accounts
670 (as of 11 Jun 21)
Employees
13 (13 investment advisory or research)
Address
Strategic Wealth Partners
5005 ROCKSIDE RD
SUITE 1200
INDEPENDENCE
OH 44131-6829
Phone
2168009000

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 228 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$14.07M 279.98K NEW
$11.53M 26.86K NEW
$11.24M 41K 41.2K -0.5
$9.44M 57.48K NEW
$9.41M 70.72K 69.22K +2.2
$8.5M 60.05K 41.48K +44.8
$8.16M 75.43K 70.27K +7.3
$8.03M 28.5K 14.61K +95.0
$7.96M 254.57K NEW
$7.09M 54.47K NEW
$6.28M 54.49K NEW
$5.15M 1.57K 928 +69.0
$4.88M 29.83K 20.54K +45.3
$4.27M 24.3K NEW
$4.06M 1.52K NEW
$3.55M 30.54K 27.12K +12.6
$3.37M 12.78K 8.25K +54.9
$3.26M 19.46K 18.01K +8.1
$3.24M 23.21K 19.2K +20.9
$3.18M 7.13K 4.45K +60.1
$3.12M 9.19K NEW
$3.09M 5.44K 4.6K +18.3
$3.06M 9.56K NEW
$3.05M 63.29K 62.89K +0.6
$2.86M 65.84K NEW
$2.85M 43.11K 42.74K +0.9
$2.81M 13.23K 7.58K +74.4
$2.68M 36.11K NEW
$2.68M 5.53K 3.67K +50.7
$2.64M 37.58K NEW
$2.54M 6.51K 2.55K +154.8
$2.48M 49.07K NEW
$2.36M 18.33K 14.61K +25.5
$2.23M 10.01K 7.19K +39.3
$2.2M 11.31K NEW
$2.16M 3.77K 679 +455.7
$2.14M 24.42K 24.53K -0.5
$2.1M 23.5K NEW
$1.96M 17.32K 9.74K +77.8
$1.96M 8.82K NEW
$1.95M 15.59K NEW
$1.88M 27.31K NEW
$1.76M 32.24K 25.81K +24.9
$1.73M 28.34K 22.66K +25.1
$1.73M 28.03K NEW
$1.71M 22.14K 19.09K +16.0
$1.69M 19.65K NEW
$1.68M 5.11K 1.28K +300.3
$1.67M 30.94K 25.34K +22.1
$1.67M 30.59K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings