Stratefic Wealth Advisors Group, LLC (San Mateo)
Stratefic Wealth Advisors Group, LLC is a large advisory firm based in San Mateo. It manages $1.31 billion of regulatory assets for 7,978 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, Arkansas, California, and 25 other states.
Stratefic Wealth Advisors Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Stratefic Wealth Advisors Group: assets under management
The assets under management (AUM) of Stratefic Wealth Advisors Group, LLC is $1.31 billion. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Stratefic Wealth Advisors Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Stratefic Wealth Advisors Group, LLC
Jeremy Louis Olen has served as the Chief Investment Officer since 1 Jul 2014 and Daxs Alexander Stadjuhar is the Chief Executive Officer of Stratefic Wealth Advisors Group, LLC family office. Tammie Ann Barsocchini joined the executive team most recently as the Chief Financial Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in San Mateo
The principal office where Stratefic Wealth Advisors Group, LLC performs its advisory services is located at 411 Borel Ave, San Mateo, CA 94402, which is also the mailing address of the firm. An additional office of the firm is in Napa, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-571-1934 or by fax 650-571-6301. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at caminoadvisors.com.
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