Strategic Wealth Partners is an investment advisor in Independence with $721.10 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262328809
SEC advisor number
801-79487
FINRA CRD number
148586
AUM ?
$721.10 mm
(as of 6 Jan 23)
Accounts
1,941
(as of 6 Jan 23)
Employees
18
(9 investment advisory or research)
Address
Strategic Wealth Partners
5005 ROCKSIDE RD
SUITE 1200
INDEPENDENCE
OH 44131-6829
5005 ROCKSIDE RD
SUITE 1200
INDEPENDENCE
OH 44131-6829
Phone
2168009000
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Aug 22
13F-HR
Quarterly holdings report by institutional manager
19 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
25 Aug 21
13F-HR
Quarterly holdings report by institutional manager
24 May 21
13F-HR
Quarterly holdings report by institutional manager
18 Feb 21
13F-HR
Quarterly holdings report by institutional manager
10 Nov 20
13F-HR
Quarterly holdings report by institutional manager
11 Aug 20
13F-HR
Quarterly holdings report by institutional manager
7 May 20