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Strategic Family Wealth Counselors, L.l.c

EST. AUM
$1,659,659,756

CONTACTS
4

CLIENT ACCOUNTS
3,600

Firm Details

Metro area North Jersey
CRD Number 128199
Website strategicfamilywealth.com
Client types

Overview

Strategic Family Wealth Counselors was founded in 2000 and most of its assets are discretionary. Their client base consists of individuals, pensions, corporations, and non-profits. Their client portfolios typically contain Mutual Funds, ETFs, and CITs. They take a fundamental approach to research. Schwab is the firm's chosen custodian.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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