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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 18, 2019
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 758
      Accounts
    • $1.3M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

9

name start date
Johnpatrick Mccleary
March 2019
Robert Hertzler Huffman
August 2015
Maury Leonard Fertig
August 2015
Brian Gerard Callahan
August 2015
Gregory Kenneth Neer
August 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Strategic Wealth Partners IAR $2,083,803,232

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Catherine Cannon Goel Chief Compliance Officer July, 2015 less than 5%
      Robert Hertzler Huffman Chief Executive Officer July, 2015 less than 5%
      Maury Leonard Fertig Chief Investment Officer July, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets