Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
331027701
SEC advisor number
801-117642
FINRA CRD number
165474
AUM ?
$133.46 mm
(as of 30 Nov 20)
Accounts
1,374
(as of 30 Nov 20)
Employees
20
(9 investment advisory or research)
Address
Strategic Wealth Designers
500 N. HURSTBOURNE PKWY
SUITE 120
LOUISVILLE
KY 40222
500 N. HURSTBOURNE PKWY
SUITE 120
LOUISVILLE
KY 40222
Phone
5024123354
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22