Strategic Family Wealth Counselors, L.L.C. is an investment advisor in Fairfield with $1.34 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
223753759
SEC advisor number
801-69126
FINRA CRD number
128199
AUM ?
$1.34 bn
(as of 3 Nov 22)
Accounts
3,475
(as of 3 Nov 22)
Employees
12
(5 investment advisory or research)
Address
Strategic Family Wealth Counselors, L.L.C.
100 PASSAIC AVENUE
FAIRFIELD
NJ 07004
100 PASSAIC AVENUE
FAIRFIELD
NJ 07004
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
9735753444
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dwyer, Michael, Timothy | Managing Member | 04/1998 | > 75% |
Sluck, Joseph, Lawrence | Chief Compliance Officer | 01/2021 | < 5% |
Michael T. Dwyer, III 2021 Family Trust | Member | 01/2022 | > 75% |
Dwyer, Christine, T | Trustee of Michael T. Dwyer, III 2021 Family Trust | 10/2021 | < 5% |
Dwyer, Michael, Timothy | Trustee of Michael T. Dwyer, III 2021 Family Trust | 10/2021 | < 5% |
Federico, Diane, Palumbo | Chief Operating Officer | 01/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22