STRATEGIC WEALTH ADVISORS GROUP, INC.
CRD #285863 SEC #801-130149 UTICA, MI 586-203-2275
SEC Registered
Total AUM
$140.2M
Discretionary
$140.2M
Employees
11
Clients
101
Accounts
815
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SULLIVAN, TIMOTHY, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SULLIVAN, TIMOTHY, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SULLIVAN, TIMOTHY, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (9)
AR FL IL IN MI MO NC OH PA
Address
8667 HALL ROADUTICA, MI 48317
United States
Phone: 586-203-2275