STRATEGIC WEALTH GROUP

7820 Terrey Pine Ct, #200
Eden Prairie, Minnesota 55347
Tel: 952-843-4944

About STRATEGIC WEALTH GROUP

STRATEGIC WEALTH GROUP, formally registered with the SEC as STRATEGIC WEALTH GROUP. The firm was established in 08/02/2016. They have over 10 offices throughout the country.

STRATEGIC WEALTH GROUP is a Eden Prairie, Minnesota based Financial Planning firm with nearly $1,036,980,550 assets under management, offering retirement planning & investment advisory services to 4831 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284430
SEC#	801-108208
Assets Managed by Firm	$1,036,980,550
No. of Clients	4831
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	4831	$1,036,980,550
Individuals (other than high net worth individuals)	1786	$319,742,032
High net worth individuals	833	$693,247,422
Pension and profit sharing plans	16	$9,721,592
Charitable organizations	20	$9,195,167
Corporations or other businesses	14	$5,074,337

More Retirement Planning firms in Eden Prairie, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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