STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.
CRD #141186 SEC #801-66999 TALLAHASSEE, FL 850-383-0001
SEC Registered
Total AUM
$40.9M
Discretionary
$21.9M
Employees
1
Clients
0
Accounts
294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $40.9M | $21.9M | $19M | 1 | 300 |
| Jun 2012 | $40.9M | $21.9M | $19M | 1 | 300 |
| Apr 2012 | $40.9M | $21.9M | $19M | 1 | 300 |
| Mar 2011 | $41.2M | $36.2M | $5M | 5 | -- |
| Jul 2010 | $37.4M | $28.4M | $9M | 5 | -- |
| Mar 2010 | $37.4M | $28.4M | $9M | 5 | -- |
| Mar 2008 | $45.9M | $34.9M | $11M | 5 | -- |
| Mar 2007 | $45M | $35.1M | $9.9M | 5 | -- |
| Mar 2007 | $45M | $35.1M | $9.9M | 5 | -- |
DateJun 2012
Total AUM$40.9M
Discretionary$21.9M
Non-Disc.$19M
Employees1
Clients300
DateJun 2012
Total AUM$40.9M
Discretionary$21.9M
Non-Disc.$19M
Employees1
Clients300
DateApr 2012
Total AUM$40.9M
Discretionary$21.9M
Non-Disc.$19M
Employees1
Clients300
DateMar 2011
Total AUM$41.2M
Discretionary$36.2M
Non-Disc.$5M
Employees5
Clients--
DateJul 2010
Total AUM$37.4M
Discretionary$28.4M
Non-Disc.$9M
Employees5
Clients--
DateMar 2010
Total AUM$37.4M
Discretionary$28.4M
Non-Disc.$9M
Employees5
Clients--
DateMar 2008
Total AUM$45.9M
Discretionary$34.9M
Non-Disc.$11M
Employees5
Clients--
DateMar 2007
Total AUM$45M
Discretionary$35.1M
Non-Disc.$9.9M
Employees5
Clients--
DateMar 2007
Total AUM$45M
Discretionary$35.1M
Non-Disc.$9.9M
Employees5
Clients--