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Strategic Wealth Advisors Group

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 4, 2019
    • $863.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $174.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Salvador Trinidad Martinez
November 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Campaigne Insurance Associates -- --
    Frank Deptola and Associates, LLC -- --
    Meck & Associates, CPA -- --
    Sal Martinez Insurance Agency -- --
    Sanderford Properties of Colorado, LLC -- --
    Seitz Real Estate -- --
    Vacek & Freed, PLLC -- --
    Viren Associates, Inc. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Windsor Herrington Chairman May, 2006 75% or more
      Rosemary Anne Richard Chief Compliance Officer January, 2012 less than 5%
      Jeremy Louis Olen Chief Investment Officer July, 2014 less than 5%
      Daxs Alexander Stadjuhar Chief Executive Officer August, 2015 less than 5%
      Christopher Freitas Mercado Chief Investment Strategist August, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees