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Strategic Wealth Partners, Ltd.

Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 15, 2017
    • $232.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $123.0K
      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

14

name start date
Andrew William Ferraro
December 2014
David R Abate
April 2012
Peter James Brunton
November 2017
Mark M Tepper
November 2008
Nathan Garcia, CFP®
October 2017

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Mark M Tepper Managing Partner October, 2008 75% or more
    Anthony A Zabiegala Chief Compliance Officer December, 2008 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees