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Strategic Wealth Capital, LLC

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area San Francisco
CRD Number 174608
Website strategicwealthcapital.com
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Overview

With a background in corporate strategy and over 18 years managing the personal finances of high-net-worth families, Founder Adrianne Yamaki’s capabilities and areas of expertise go beyond the work of the traditional advisor. The comprehensive nature of her planning and the long-term relationships she develops with her clients create a collaborative and highly-effective partnership and allows her to advise them in all aspects of their finances.

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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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