Stratefic Wealth Advisors Group, LLC (San Mateo)

Name: Stratefic Wealth Advisors Group, LLC
Address: 411 Borel Ave, San Mateo, CA, 94402
Telephone: 650-571-1934

Stratefic Wealth Advisors Group, LLC is a large advisory firm based in San Mateo. It manages $1.31 billion of regulatory assets for 7,978 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, Arkansas, California, and 25 other states.

Stratefic Wealth Advisors Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stratefic Wealth Advisors Group: assets under management

The assets under management (AUM) of Stratefic Wealth Advisors Group, LLC is $1.31 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.29 billion in discretionary accounts and $23.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $203.93 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stratefic Wealth Advisors Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stratefic Wealth Advisors Group, LLC

Jeremy Louis Olen has served as the Chief Investment Officer since 1 Jul 2014 and Daxs Alexander Stadjuhar is the Chief Executive Officer of Stratefic Wealth Advisors Group, LLC family office. Tammie Ann Barsocchini joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rosemary Anne Richard	Chief compliance officer	1 Jan 2012	Other	1460975
Jeremy Louis Olen	Chief investment officer	1 Jul 2014	Other	4534614
Daxs Alexander Stadjuhar	Chief executive officer	1 Aug 2014	Other	4568067
Christopher Freitas Mercado	Chief investment strategist	1 Aug 2014	Other	2827417
Llc Honor Bound Partners	Managing member	1 Apr 2016	75% - 100%	47-2543055
Tammie Ann Barsocchini	Chief financial officer	1 May 2016	Other	1951613

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Freitas Mercado	Managing member	1 Apr 2016	25% - 50%	2827417
Jeremy Louis Olen	Managing member	1 Apr 2016	25% - 50%	4534614
Daxs Alexander Stadjuhar	Managing member	1 Apr 2016	25% - 50%	4568067

Based in San Mateo

The principal office where Stratefic Wealth Advisors Group, LLC performs its advisory services is located at 411 Borel Ave, San Mateo, CA 94402, which is also the mailing address of the firm. An additional office of the firm is in Napa, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-571-1934 or by fax 650-571-6301. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at caminoadvisors.com.