Strategic Wealth Partners Group LLC
Nom légal: STRATEGIC WEALTH PARTNERS GROUP, LLC
Coordonnées complètes
Strategic Wealth Partners Group LLC
520 LAKE COOK ROAD, SUITE 270, DEERFIELD, IL
(224) 632-1600
(224) 632-1601
Autre info
Strategic Wealth Partners Group LLC est une société à responsabilité limitée basée dans l'État du Delaware avec 35 employés, dont 17 dans des postes consultatifs. La société est approuvée par la SEC et sert 55 clients. Sa date d'enregistrement auprès de la SEC est le 18 décembre 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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Propriétaires directs
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DAVID JAMES COPELAND
CHIEF INVESTMENT OFFICER possède Moins de 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) possède 75% ou plus
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MOIRA ELLEN FAHEY-ULLRICH
CHIEF COMPLIANCE OFFICER AND CHIEF SOLUTIONS OFFICER possède Moins de 5%
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NEAL HOWARD PRICE
CHIEF FINANCIAL OFFICER possède Moins de 5%
Propriétaires indirects
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FOCUS FINANCIAL PARTNERS INC.
MEMBER possède 75% ou plus
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER possède 75% ou plus
Les gardiens
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CHARLES SCHWAB & CO., INC.
États Unis