Strategic Family Wealth Counselors, L.L.C. is a large advisory firm based in Fairfield. It manages $651.95 million of regulatory assets for 3,765 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, Florida, and 9 other states.
Strategic Family Wealth Counselors, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and bill pay services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategic Family Wealth Counselors, L.L.C. is $651.95 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Strategic Family Wealth Counselors, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Strategic Family Wealth Counselors, L.L.C is individuals with 250 clients and $306.8 million of assets under management. Among the 9 most similar advisory firms, Strategic Family Wealth Counselors, L.L.C has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $651.95 million for 344 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Strategic Family Wealth Counselors, L.L.C doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Strategic Family Wealth Counselors, L.L.C. performs its advisory services is located at 100 Passaic Avenue, Fairfield, NJ 07004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-575-3444 or by fax 973-575-5590. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at strategicfamilywealth.com.