Strategic Wealth Partners Group LLC
Legal Name: STRATEGIC WEALTH PARTNERS GROUP, LLC
Full Contact Details
Strategic Wealth Partners Group LLC
520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL
(224) 632-1600
(224) 632-1601
Other Info
Strategic Wealth Partners Group LLC is a Delaware-based limited liability company with 35 employees, including 17 in advisory positions. The company is approved by the SEC and serves 55 clients. Its registration date with the SEC is December 18, 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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Direct Owners
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DAVID JAMES COPELAND
CHIEF INVESTMENT OFFICER owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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MOIRA ELLEN FAHEY-ULLRICH
CHIEF COMPLIANCE OFFICER AND CHIEF SOLUTIONS OFFICER owns less than 5%
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NEAL HOWARD PRICE
CHIEF FINANCIAL OFFICER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
Custodians
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CHARLES SCHWAB & CO., INC.
United States