Strategic Wealth Advisors Group, INC.
Financial planning in Utica, MI
SEC registeredNo commissions reported
Public-record details
- Address
- 8667 Hall Road, Utica, MI 48317
- Phone
- (586) 203-2275
- Listed under
- Financial planning, Hourly fees, Flat / fixed fees, Retirement plan consulting
- CRD number
- 285863
- Registration
- SEC registered since 2024-04-25
- Compensation (Form ADV 5.E)
- Hourly charges; Fixed fees; Other (Solicitor Fees)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Pension consulting; Selection of other advisers; Educational seminars/workshops
- Regulatory assets under management
- $206.7 million
- Accounts managed
- 1,270
- Clients reported (Form ADV 5.D)
- 544
- Individual / high-net-worth clients
- 471 / 73
- Employees
- 13
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-30
Read the official record
- SEC IAPD summary for CRD 285863 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.