Strategic Wealth Partners Group LLC
Nombre legal: STRATEGIC WEALTH PARTNERS GROUP, LLC
Detalles de contacto completos
Strategic Wealth Partners Group LLC
520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL
(224) 632-1600
(224) 632-1601
Otra información
Strategic Wealth Partners Group LLC es una empresa de responsabilidad limitada con sede en Delaware que cuenta con 35 empleados, incluyendo 17 en posiciones consultivas. La empresa está aprobada por la SEC y atiende a 55 clientes. Su fecha de registro con la SEC es el 18 de diciembre de 2014.
Home - Strategic Wealth Partners
Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We created SWP because we saw an opportunity to provide more personalized solutions to clients in an environment that put their interests first.
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Propietarios directos
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DAVID JAMES COPELAND
CHIEF INVESTMENT OFFICER posee menos de 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) posee 75% o más
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MOIRA ELLEN FAHEY-ULLRICH
CHIEF COMPLIANCE OFFICER AND CHIEF SOLUTIONS OFFICER posee menos de 5%
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NEAL HOWARD PRICE
CHIEF FINANCIAL OFFICER posee menos de 5%
Propietarios indirectos
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FOCUS FINANCIAL PARTNERS INC.
MEMBER posee 75% o más
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más
Custodios
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CHARLES SCHWAB & CO., INC.
Estados Unidos