Strategic Wealth Partners

Strategic Wealth Partners is a alternative asset management company based in Deerfield, IL. They operate 1 private fund and have approximately $1.53 billion in total assets under management (AUM). You can view more information on Strategic Wealth Partners including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Strategic Wealth Partners

Strategic Wealth Partners
520 Lake Cook Road
Suite 270
Deerfield, IL 60015
United States

Phone: (224) 632-1600
Fax: (224) 632-1601
Website: http://www.stratwealth.com

Overview of Strategic Wealth Partners

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-80683

Org#: 174052

Legal Issues: No legal issues reported

Company Type: Other

Pooled Investments: 0 percent

Private Funds Managed(1): Swp Strategic Income Llc

Ownership/Leadership of Strategic Wealth Partners

 

Neal Howard PriceChief Financial Officer
David James CopelandChief Investment Officer
Moira Ellen Fahey-UllrichChief Compliance Officer And Chief Solutions Officer
Focus Operating LLCMember (Manager)

Strategic Wealth Partners Key Stats and Charts

Discretionary AUM: $1.34 billion

Strategic Wealth Partners discretionary AUM

Rank: 1332 out of 6900 private fund companies

Total AUM: $1.53 billion

Strategic Wealth Partners total assets under management (AUM)

Rank: 1339 out of 6900 private fund companies

# of Accounts: 2805

Strategic Wealth Partners total client accounts

Rank: 95 out of 6900 private fund companies

Average Account Size: 544213.387522

Strategic Wealth Partners average account size

Rank: 3626 out of 6900 private fund companies

# of Employees: 22

Strategic Wealth Partners has 22 employees

Rank: 1229 out of 6900 private fund companies

# of Private Funds: 1

Strategic Wealth Partners operates 1 private Other funds

Rank: 4524 out of 6900 private fund companies