Strategic Wealth Advisors Group, Inc.
● SEC registered since 2024CRD 285863SEC# 801-130149Utica, MI
Reg. AUM
$206.7M
Employees
13
Accounts
1,270
Location
Utica, MI
Strategic Wealth Advisors Group, Inc. assets under management
Strategic Wealth Advisors Group, Inc. is a registered investment adviser overseen by the SEC based in Utica, MI. The firm has been registered since 2024. It reports $206.7 million in regulatory assets under management and employs 13 people.
Strategic Wealth Advisors Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Scott Sullivan Control | President / Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Strategic Wealth Advisors Group, Inc. manage?
Strategic Wealth Advisors Group, Inc. reports $206.7 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Wealth Advisors Group, Inc. have?
Strategic Wealth Advisors Group, Inc. reports 13 employees.
Where is Strategic Wealth Advisors Group, Inc. located?
Strategic Wealth Advisors Group, Inc. is based in Utica, MI and has been SEC-registered since 2024.
Does Strategic Wealth Advisors Group, Inc. disclose fund performance?
Strategic Wealth Advisors Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8667 Hall Road, Utica, MI 48317 |
| Phone | 586-203-2275 |
| Office hours | 9a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.7M▲ 47%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$206.7Mregulatory AUM
Discretionary $206.7M