Strategic Wealth Management Inc

Legal Name: STRATEGIC WEALTH MANAGEMENT INC

5400 CARILLON POINT, BLDG 5000 - 4TH FLOOR, KIRKLAND, WA

425-250-7600 http://www.swm.com Frequently Asked Questions (FAQ)

Full Contact Details

Strategic Wealth Management Inc

5400 CARILLON POINT, BLDG 5000 - 4TH FLOOR, KIRKLAND, WA

425-250-7600

425-250-7636

Other Info

Strategic Wealth Management Inc, officially known as STRATEGIC WEALTH MANAGEMENT INC, is a Washington-based corporation with a team of eight employees, six of whom are advisors. The extent of their client base is unknown, but their registration with the U.S. Securities and Exchange Commission was approved on July 14, 1989.

Direct Owners

JAMES MICHAEL SIZEMORE
CFO owns more than 25% but less than 50%
PATRICK LEE SIZEMORE
CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%

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