STRATEGIC WEALTH INVESTMENT GROUP, LLC
Louisville, Kentucky
5.0
128 Reviews
Strategic Wealth Investment Group, LLC is a well-established regional investment advisory firm headquartered in Louisville, KY. With over 5,390 individual clients and a remarkable $627,839,000 in assets under management, the company has earned a reputable position in the financial industry. Operating from 15 offices across the region, Strategic Wealth Investment Group offers comprehensive investment advisory services to a diverse range of clients. A significant portion of the firm's assets under management, approximately half, is derived from employer 401Ks and individual investors. This demonstrates their extensive experience an...
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Assets Under Mgmt

$627.84M

Investment Professionals

27

Locations

14

% 401K & Individual

66%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Educational seminars/workshops
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