Strategic Wealth Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

45 S Park Blvd Ste 205, Glen Ellyn, Illi...

Phone Number

(630) 469-0101

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
1
1
1
1
1

About Strategic Wealth Group

Strategic Wealth Group offers a range of financial services including wealth management, financial planning, investment management, and retirement plan consulting. They cater to clients seeking personalized financial advice and resources, combining the expertise of a large firm with the attention of a boutique practice. Their services are designed to assist individuals and families in navigating complex financial situations, including retirement planning and estate management. The company emphasizes the importance of proactive financial management and provides various tools and resources to support their clients' financial goals.Explore more
Strategic Wealth Group's Social MediaPopular SearchesStrategic Wealth GroupStrategic Wealth Management Group IncStrategic Wealth GrouphttpSIC Code 62,628NAICS Code 52,523Show more

Strategic Wealth Group Org Chart

PhoneEmail
BH
United States flag for contact location.

Financial Services Representative

PhoneEmail
RH
United States flag for contact location.

Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Wealth Group

<$5M
1-10
Private
-
-
BH
Bradley HorneFinancial Services Representative
$5.5M
11-50
Private
<$5M
1972
SE
Susan EldridgePresident and CCO
<$5M
11-50
Private
-
2011
EL
Elgin LastrapeFinancial Advisor
<$5M
1-10
Private
-
1995
Leslie McKenna, Chief Financial Officer at High Country Capital Management
Leslie McKennaChief Financial Officer
<$5M
1-10
Private
-
-
BS
Beverly SextonDirector, Operations
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Strategic Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Strategic Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategic Wealth Group.

Strategic Wealth Group Tech Stack

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Frequently Asked Questions Regarding Strategic Wealth Group

What is Strategic Wealth Group's official website?
Strategic Wealth Group's official website is www.swgadvisors.com
What is Strategic Wealth Group's Revenue?
Strategic Wealth Group's revenue is <$5 Million
What is Strategic Wealth Group's SIC code?
Strategic Wealth Group's SIC: 62,628
What is Strategic Wealth Group's NAICS code?
Strategic Wealth Group's NAICS: 52,523
How many employees does Strategic Wealth Group have?
Strategic Wealth Group has 1-10 employees
What industry does Strategic Wealth Group belong to?
Strategic Wealth Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Strategic Wealth Group competition?
Strategic Wealth Group top competitors include: Herrlinger Financial Group, ELJ Financial Group, High Country Capital Management, Crown Financial Partners
What technology does Strategic Wealth Group use?
Some of the popular technologies that Strategic Wealth Group uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, Yahoo Small Business Web Hosting
How do I contact Strategic Wealth Group?
Strategic Wealth Group contact info: Phone number: (630) 469-0101 Website: www.swgadvisors.com
What does Strategic Wealth Group do?

Strategic Wealth Group offers a range of financial services including wealth management, financial planning, investment management, and retirement plan consulting. They cater to clients seeking personalized financial advice and resources, combining the expertise of a large firm with the attention of a boutique practice. Their services are designed... to assist individuals and families in navigating complex financial situations, including retirement planning and estate management. The company emphasizes the importance of proactive financial management and provides various tools and resources to support their clients' financial goals.Read More

What are Strategic Wealth Group social media links?
Strategic Wealth Group Linkedin page
Is Strategic Wealth Group a public company?
Strategic Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Strategic Wealth Group

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