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STRATEGIC WEALTH ADVISORS GROUP, INC.
CRD 285863 · SEC 801-130149
8667 HALL ROAD, UTICA, MI, 48317, United States
Phone
586-203-2275
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.7M
Discretionary AUM
$206.7M
Team
13 total employees; 6 advisory reps
Clients
0
Fees
Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 471 | $116.4M |
| High net worth individuals | 73 | $90.3M |
States served
AR, IL, IN, MI, NC, OH, PA, MO, TX, FL
All web addresses on file
- HTTP://WWW.SWAGANALYSIS.COM
- HTTP://WWW.STRATEGICWEALTHADVISORSGROUP.COM
- HTTP://STRATEGICWEALTHINSURANCEGROUP.COM/
- HTTPS://LINKEDIN.COM/IN/TIM-SULLIVAN-520947114/
- HTTPS://WWW.FACEBOOK.COM/STRATEGIC-WEALTH-ADVISORS-GROUP-INC-675283459311206/
- HTTP://WWW.STRATEGIESFORSOCIALSECURITY.COM
- HTTPS://TWITTER.COM/STRATWEALTHADVG
- https://www.facebook.com/jewelsgalbraith
- https://www.facebook.com/tim.sullivan.756
- https://www.linkedin.com/in/julie-sullivan-10b8b517/
Official SEC filing: View on IAPD