STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
CRD #128199 SEC #801-69126 FAIRFIELD, NJ 973-575-3444
SEC Registered
Total AUM
$1.3B
Discretionary
$1.1B
Employees
13
Clients
101
Accounts
3,500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.1B | $169.3M | 13 | 1 |
| Nov 2024 | $1.2B | $1B | $149M | 13 | 1 |
| Mar 2024 | $1.2B | $1B | $149M | 13 | 1 |
| Mar 2023 | $1B | $918.9M | $126.7M | 13 | 2 |
| Nov 2022 | $1.3B | $1.2B | $135.1M | 12 | 3 |
| Mar 2022 | $1.3B | $1.2B | $135.1M | 12 | 3 |
| Mar 2021 | $940M | $813M | $127M | 12 | 3 |
| Jan 2021 | $826.9M | $692.6M | $134.3M | 12 | 3 |
| Jun 2020 | $826.9M | $692.6M | $134.3M | 12 | 3 |
| Jun 2020 | $826.9M | $692.6M | $134.3M | 12 | 3 |
| May 2020 | $826.9M | $692.6M | $134.3M | 12 | 3 |
| Mar 2020 | $826.9M | $692.6M | $134.3M | 12 | 3 |
| Dec 2019 | $651.9M | $574.5M | $77.5M | 11 | 2 |
| Sep 2019 | $651.9M | $574.5M | $77.5M | 11 | 2 |
| Feb 2019 | $651.9M | $574.5M | $77.5M | 11 | 2 |
| Mar 2018 | $661.2M | $552.8M | $108.4M | 9 | 1 |
| May 2017 | $592.9M | $466.7M | $126.2M | 9 | 300 |
| Mar 2017 | $592.9M | $466.7M | $126.2M | 9 | 300 |
| Feb 2016 | $598.7M | $455.6M | $143.2M | 9 | 350 |
| May 2015 | $614.5M | $480.6M | $133.9M | 9 | 350 |
| Jan 2015 | $614.5M | $480.6M | $133.9M | 9 | 350 |
| Dec 2014 | $592.9M | $456.8M | $136M | 9 | 300 |
| Jul 2014 | $592.9M | $456.8M | $136M | 9 | 300 |
| Mar 2014 | $592.9M | $456.8M | $136M | 9 | 300 |
| Apr 2013 | $522.9M | $394.2M | $128.7M | 9 | 300 |
| Mar 2012 | $475.9M | $410.8M | $65.1M | 6 | 300 |
| Jul 2011 | $479.1M | $407.9M | $71.1M | 10 | -- |
| Mar 2011 | $479.1M | $407.9M | $71.1M | 10 | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$169.3M
Employees13
Clients1
DateNov 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$149M
Employees13
Clients1
DateMar 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$149M
Employees13
Clients1
DateMar 2023
Total AUM$1B
Discretionary$918.9M
Non-Disc.$126.7M
Employees13
Clients2
DateNov 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$135.1M
Employees12
Clients3
DateMar 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$135.1M
Employees12
Clients3
DateMar 2021
Total AUM$940M
Discretionary$813M
Non-Disc.$127M
Employees12
Clients3
DateJan 2021
Total AUM$826.9M
Discretionary$692.6M
Non-Disc.$134.3M
Employees12
Clients3
DateJun 2020
Total AUM$826.9M
Discretionary$692.6M
Non-Disc.$134.3M
Employees12
Clients3
DateJun 2020
Total AUM$826.9M
Discretionary$692.6M
Non-Disc.$134.3M
Employees12
Clients3
DateMay 2020
Total AUM$826.9M
Discretionary$692.6M
Non-Disc.$134.3M
Employees12
Clients3
DateMar 2020
Total AUM$826.9M
Discretionary$692.6M
Non-Disc.$134.3M
Employees12
Clients3
DateDec 2019
Total AUM$651.9M
Discretionary$574.5M
Non-Disc.$77.5M
Employees11
Clients2
DateSep 2019
Total AUM$651.9M
Discretionary$574.5M
Non-Disc.$77.5M
Employees11
Clients2
DateFeb 2019
Total AUM$651.9M
Discretionary$574.5M
Non-Disc.$77.5M
Employees11
Clients2
DateMar 2018
Total AUM$661.2M
Discretionary$552.8M
Non-Disc.$108.4M
Employees9
Clients1
DateMay 2017
Total AUM$592.9M
Discretionary$466.7M
Non-Disc.$126.2M
Employees9
Clients300
DateMar 2017
Total AUM$592.9M
Discretionary$466.7M
Non-Disc.$126.2M
Employees9
Clients300
DateFeb 2016
Total AUM$598.7M
Discretionary$455.6M
Non-Disc.$143.2M
Employees9
Clients350
DateMay 2015
Total AUM$614.5M
Discretionary$480.6M
Non-Disc.$133.9M
Employees9
Clients350
DateJan 2015
Total AUM$614.5M
Discretionary$480.6M
Non-Disc.$133.9M
Employees9
Clients350
DateDec 2014
Total AUM$592.9M
Discretionary$456.8M
Non-Disc.$136M
Employees9
Clients300
DateJul 2014
Total AUM$592.9M
Discretionary$456.8M
Non-Disc.$136M
Employees9
Clients300
DateMar 2014
Total AUM$592.9M
Discretionary$456.8M
Non-Disc.$136M
Employees9
Clients300
DateApr 2013
Total AUM$522.9M
Discretionary$394.2M
Non-Disc.$128.7M
Employees9
Clients300
DateMar 2012
Total AUM$475.9M
Discretionary$410.8M
Non-Disc.$65.1M
Employees6
Clients300
DateJul 2011
Total AUM$479.1M
Discretionary$407.9M
Non-Disc.$71.1M
Employees10
Clients--
DateMar 2011
Total AUM$479.1M
Discretionary$407.9M
Non-Disc.$71.1M
Employees10
Clients--