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Strategic Wealth Partners Group, LLC Info

Strategic Wealth Partners Group, LLC info

Strategic Wealth Partners Group, LLC (SEC CIK 1682677) first filed with the SEC on 2016-08-19 (Form 13F-HR) and has filed 33 times since, including 31 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 520 LAKE COOK ROAD SUITE 520, DEERFIELD, IL, 60015.

  • Name: Value Strategic Wealth Partners Group, LLC.
  • SEC CIK: Value 1682677.
  • State of organization: Value DE.
  • Business address: Value 520 LAKE COOK ROAD SUITE 520, DEERFIELD, IL, 60015.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameStrategic Wealth Partners Group, LLC
SEC CIK1682677
State of organizationDE
Business address520 LAKE COOK ROAD SUITE 520, DEERFIELD, IL, 60015
Mailing address520 LAKE COOK ROAD SUITE 520, DEERFIELD, IL, 60015
Phone2246321598
Fiscal year end
Former namesStrategic Wealth Partners Group LLC (2016-08-19 to 2023-11-14)

SEC Filing History

FieldValue
First SEC filing2016-08-19 (Form 13F-HR)
Latest SEC filing2024-04-30 (Form 13F-HR)
Filings on EDGAR33
First Form 13F-HR2016-08-19 (quarter ended 2016-06-30)
Latest Form 13F-HR2024-04-30 (quarter ended 2024-03-31)
Form 13F-HR filings31

Filings by Form

FormFilingsLatest
13F-HR312024-04-30
13F-HR/A22019-05-15

Filings by Year

YearFilingsForm 13F-HR
202422
202344
202244
202133
202044
201954
201854
201744
201622

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